Public Finance Analyst - National Housing… at Raymond James · Chicago

Summary: Raymond James is a financial services firm that is seeking a Public Finance Analyst for their National Housing Group. The role involves formulating business proposals, developing forecasts, and supporting the investment team while ensuring compliance with financial regulations. Responsibilities: - Collate and analyze data using preset tools, methods, and formats. Involves working independently - Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice - Support the investment team on more-complex activities by monitoring financial performance and preparing ad hoc reports using a wide variety of existing processes, procedures, and precedents - Advise managers how to apply a wide variety of existing procedures and precedents - Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy - Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports - Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues - Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media - Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents - Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines - Investigate questions relating to existing programs, processes, and procedures - Help senior colleagues manage internal client and customer relationships by using relevant sales or client systems - Help senior colleagues manage client and customer relationships by using relevant sales or client systems Required Qualifications: - Bachelor's: Accounting (Required) - Bachelor's: Business Administration (Required) - Bachelor's: Finance (Required) - General Experience - 13 months to 3 years Required Skills: Financial analysis, Data interpretation, Policy development Important Skills: Client relationship management, Business proposal formulation, Regulatory compliance Nice-to-Have Skills: Technical guidance, Research skills, Verbal communication, Team management