Public Finance Analyst chez Stephens Inc.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

• Participate as a team member in the planning, strategy, design and structure of client proposals providing technical and analytical support.
• Design, develop and program computer systems and models required for analysis and interpretation of financial data by underwriters in the Public Finance area.
• Consult with underwriters and financial advisors in determining program requirements and critical analytical factors to be included in the program models and systems.
• Maintain validity and adequacy of programs and models through regular analysis and testing procedures.
• Resolve problems or questions related to the created programs and models analyzing and correcting as required.
• Train other personnel in system design and analysis as needed or required.
• Generate written documents as necessary for utilization by program/model users and technicians.
• Maintain personnel expertise in systems analysis through participation in workshops, seminars, schools and conferences and through regular review of appropriate texts and publications.
• Performs other duties as assigned by management.

 EDUCATION AND/OR EXPERIENCE                                             

• Bachelor’s degree
• 1+ years related experience and/or training preferred
• Equivalent combination of education, training or experience

CERTIFICATIONS, LICENSES, REGISTRATIONS  

The following registrations will be required within 3 months of employment:

• SIE – Securities Industry Essentials
• Series 52 – Municipal Securities Representative
• Series 53 - Municipal Securities Principal
• Series 63 – Uniform State Law Exam

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