Financial Associate (Public) jobs in Oklahoma
Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination 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, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Associate (Public) jobs
Associate Advisor
- Kestra Financial
-
Oklahoma, OK
FULL_TIME
- Oklahoma Financial Center, Inc. is seeking an Associate Advisor that will support the firm’s Financial Advisory Team. This role will focus on drafting financial plans and developing analyses that can be presented by the lead professionals. The Associate Advisor will also provide assistance with a variety of tasks so the advisors can be more efficient and focus on business development and professional responsibilities. Specific areas of responsibility include, but are not limited to: ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily. Draft financial plans Perform asset allocation analysis necessary for client onboarding and portfolio reviews Create custom analyses of financial decisions Prepare presentations and other material necessary for client meetings Perform research of investments that clients currently hold or may hold Answer routine client questions and service requests Understand and support the firm’s vision, mission, and strategy Attend business development meetings with Senior Advisors and take responsibility for follow-up tasks Engage in teamwork and team building and integrate into the culture of the firm KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities: Mastery of the financial planning process Knowledge of the firm’s planning and service process Expert user of all the technology utilized by the firm Superior customer service skills Exceptional organizational skills Attention to detail Integrity, discretion, and respect for confidentiality and privacy Excellent written and verbal communication skills Research and critical thinking skills Professional appearance and demeanor Accountability with effective follow-up and deadline focused Self-motivated with the ability to work independently as well as under direction SUPERVISORY RESPONSIBILITIES: None EDUCATION AND/OR EXPERIENCE: Bachelor’s degree required Minimum 3 years of experience CERTIFICATES, LICENSES, REGISTRATION: Must have Series 7, 63, 65 or equivalent Must have Oklahoma Life and Health Insurance license
- 23 Days Ago
2022-2023 Financial Secretary
- Oklahoma City Public Schools
-
Oklahoma City, OK
FULL_TIME
- JobID: 7805 Position Type: Secretary/Clerical (School Sites)/Financial Clerk frmly Financial Secretary Date Posted: 4/12/2022 Location: Taft Middle School Reports To: Builking Administrator FSLA Statu...
- 1 Month Ago
Elementary Financial Secretary- Clegern Elementary
- Edmond Public Schools
-
Oklahoma, OK
FULL_TIME
- Temporary/Duration of Need Contract 195 days per year 7.5 hours per day Grade 40: $12.79-14.77 an hour Begins 4-26-22 Edmond Public Schools Edmond, Oklahoma JOB DESCRIPTION Title: Elementary Financial...
- 1 Month Ago
Elementary Financial Secretary- Chisholm Elementary
- Edmond Public Schools
-
Oklahoma, OK
FULL_TIME
- Temporary/Duration of Need Contract 7.5 hours per day 195 days per year Grade 40; $ 12.79-14.77 an hour Begins: 12-15-2021 Edmond Public Schools Edmond, Oklahoma JOB DESCRIPTION Title: Head Elementary...
- 1 Month Ago
Sales Associate
- Spieldenner Financial Group
-
Broken Arrow, OK
FULL_TIME
- Spieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and givin...
- 1 Month Ago
Middle School Financial Secretary - Summit Middle School
- Edmond Public Schools
-
Oklahoma, OK
FULL_TIME
- Temporary/Duration of Need Contract 185 Days; 7.5 hrs day Grade 40: $12.79-$14.77 per hour Begins 1-3-22 Edmond Public Schools Edmond, Oklahoma JOB DESCRIPTION Title: Middle School Financial Secretary...
- 1 Month Ago
Financial Associate (Public) jobs at Popular Companies
Finance Associate
- Evolution Credit Partners
-
Boston, MA
- Evolution Credit Partners manages approximately $3 billion across a range of synergistic alternative credit strategies i...
- 4/19/2024 12:00:00 AM
Finance Associate - Finance Business Partnership
- ZS
-
Evanston, IL
- : ZS is a place where passion changes lives. As a management consulting and technology firm focused on transforming glob...
- 4/19/2024 12:00:00 AM
Finance Associate
- Excel Sports Management
-
New York, NY
- Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee ...
- 4/19/2024 12:00:00 AM
Finance Associate
- Piper Maddox
-
- About Our client is at the forefront of the distributed generation & industrial solar industry, driven by a team of ambi...
- 4/19/2024 12:00:00 AM
Finance Associate
- Proclinical Staffing
-
Plainsboro, NJ
- Finance Associate - Contract - Plainsboro, NJ Proclinical is seeking a dedicated Finance Associate for a leading pharmac...
- 4/19/2024 12:00:00 AM
Accounting/Finance Associate
- Experis
-
Stanford, CA
- Job Position: Project PO and Cloud Credit Associate Duration: 22-Apr-2024 - 31-Jul-2024 (Contract with Possibility of ex...
- 4/18/2024 12:00:00 AM
Finance Associate
- Global Empowerment Mission
-
Doral, FL
- Requirements Bachelor's degree in finance, accounting, business administration, or similar field. Minimum of 3 years' ac...
- 4/18/2024 12:00:00 AM
Associate Finance Director
- Kellanova
-
Naperville, IL
- If you’re passionate about collaboration, have world-class analytical skills, and are ready to bring your best to our gl...
- 4/17/2024 12:00:00 AM
About Oklahoma
Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$77,956 to $101,968
Most Popular Cities in Oklahoma for Financial Associate (Public) Jobs
What does a Financial Associate (Public) do?
Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020
Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019