What are the responsibilities and job description for the Public Finance Program Analyst position at Stifel?
Public Finance Program Analyst assists registered personnel in data entry, document administration and other administrative tasks as well as limited quantitative tasks. The role supports registered personnel in administering programs including housing finance agency mortgage programs and/or tender option bond programs. The role supports registered personnel in client facing responsibilities.
Essential Duties and Responsibilities
- Creating and maintaining electronic files for documents.
- Document review and quality control, including identifying discrepancies between documents and excel reports.
- Data entry and tracking using Excel spreadsheets.
- Document preparation, as needed and requested.
- Invoice preparation based on inputs from Excel spreadsheets.
- If applicable, Tender Option Bond set-up with DTC and TOB closing monitoring.
- Phone coverage
Qualifications
- Strong computer and communication skills.
- Proficient in internet navigation, typing, and use of modern business communications.
- Client service skills including a sense of urgency meeting client requests.
- Ability to work as a team and as an individual.
- Sense of responsibility for dealing with confidential and sensitive information.
- Ability to follow oral and written instructions.
- Strong attention to detail.
- Good writing, analytical and problem-solving skills.
- High standard of professionalism in all dealings with internal staff and external clients.
Education and Experience
- Minimum Required: B.S. or B.A., or equivalent work experience
- Minimum Required: 1 to 3 years related experience
Disclaimer
NOTE: Job descriptions are intended to be accurate reflections of those principal job elements
essential for making fair pay decisions about jobs. Nothing in this job description restricts management
right to assign or reassign duties and responsibilities to this job at any time.
About Stifel
Established in 1890, Stifel is one of the nation’s leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation’s seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry’s largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to “virtually” meeting you.
Stifel is an Equal Opportunity Employer.
