Municipal Products Analyst

Position Title

Municipal Products Analyst

 

Location

Charlotte, NC 28202

 

Job Summary

The Municipal Products Analyst is an entry-level professional who supports Senior Team members in market research, financial analysis, and preparation of transaction and pitch materials for both Municipal Credit and Municipal Underwriting/Placement Agent opportunities. This role provides exposure to a wide range of municipal products and offers a training ground for future advancement within the Municipal Products Group.

 

Job Responsibilities:

Presentation and Material Support

• Assist in preparing client pitchbooks, market updates, transaction overviews, and internal briefing documents.

Market Research and Data Analysis

• Conduct research on industry trends, investor appetite, comparable deals, and client profiles. Provide data-driven insights to support decision-making.

Modeling and Financial Support

• Build and update models under guidance of Associates and Directors. Prepare cap tables, debt schedules, and investor returns analysis.

Administrative and Execution Support

• Help track deal pipelines, maintain CRM systems, coordinate meeting logistics, and assist in compliance tasks.

Training and Development

• Participate in onboarding and training programs. Seek mentorship and feedback for continuous development.

• Uses independent judgement and discretion to make decisions

• Analyzes and resolves problems

• Performs special projects, and additional duties and responsibilities as required.

• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations

Required Qualifications:

• Education level required: Undergraduate Degree (4 years or equivalent)  in Finance, Business, or some other related field.

• Minimum experience required: 2 Years in finance, preferably in capital markets or investment banking.

• Strong analytical and organizational skills with high attention to detail.

• Proficiency in Microsoft Office Suite and interest in financial markets.

• Intellectual Curiosity

• Analytical Thinking

• Accuracy and Diligence

• Communication and Teamwork

• Technical Aptitude

• Time Management

• Drive and Initiative

• Growth Mindset

• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.

• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.

• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.

• Physical demands (ADA): No unusual physical exertion is involved.