Also referred to as: Public/Municipal Financial Associate III, Senior Public Finance Associate
Requirements and Responsibilities

Financial Associate (Public) III 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) III 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) III 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) III contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be a Financial Associate (Public) III typically requires 4 to 7 years of related experience.

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