Also referred to as: Entry Public Finance Associate, Public/Municipal Financial Associate I
Requirements and Responsibilities

Financial Associate (Public) I is responsible for the origination, structuring, and execution of debt securities used to finance public projects for housing, utilities, or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project. Being a Financial Associate (Public) I collaborates with public officials in analyzing the necessary bond and cash flow reports. Coordinates the preparation of all offering documents. Additionally, Financial Associate (Public) I manages the bond issuance process and assists with the offering. Requires a bachelor's degree. Requires passing the FINRA Series 50 - Municipal Advisor Representative examination. Typically reports to a manager. The Financial Associate (Public) I work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Associate (Public) I typically requires 0-2 years of related experience.

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