Financial Planning & Analysis Analyst at Navitas responsible for financial planning, reporting, and analysis. Collaborating with finance teams and assisting in the close process while analyzing financial data.
About the role
- Lead analyst in Public Finance investment banking at Northland. Managing deal analytics, compliance, and stakeholder engagement across various markets and sectors.
Responsibilities
- Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders.
- Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
- Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
- Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
- Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
- Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
- Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Requirements
- Bachelor’s degree in Accounting and/or Finance preferred
- 3 plus years in an Accounting, Finance or Investments role
- General understanding of credit/finance related concepts
- Must be detailed oriented
- Proficient in MS office suite
- Must have strong communications/presentation skills
- Achieve or maintain series 50, 52, 63, SIE exam/licenses
Benefits
- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance
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