Investment Banking Analyst - Municipals

Jefferies
Dallas
Workplace: OnsiteFull timeUSD 110,000 - 125,000 annuallyFunction: Banking, Lending & CreditExperience: 1-2 yearsEducation: bachelorsSkills: ["Communication","Presentation","Analytical ability","Attention to detail","Deadline management"]

Join Jefferies’ Municipal Finance investment banking team in Dallas. You’ll perform detailed financial analysis and quantitative modeling for municipal bond transactions, support tax-exempt and taxable offerings, and build debt affordability and capital planning analyses. The role includes preparing pitch books and client presentations, supporting due diligence with stakeholders, monitoring market and regulatory developments, and conducting industry research across education, healthcare, transportation, and other public sector sectors.

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Jefferies
Jefferies
3 days ago

Investment Banking Analyst - Municipals

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Last checked: 4 hours agoStatus: Live

Job Summary

Join Jefferies’ Municipal Finance investment banking team in Dallas. You’ll perform detailed financial analysis and quantitative modeling for municipal bond transactions, support tax-exempt and taxable offerings, and build debt affordability and capital planning analyses. The role includes preparing pitch books and client presentations, supporting due diligence with stakeholders, monitoring market and regulatory developments, and conducting industry research across education, healthcare, transportation, and other public sector sectors.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Conduct detailed financial analysis and quantitative modeling for municipal bond financings and capital market transactions.
  • •Assist with execution of tax-exempt and taxable bond offerings, refundings, and other public finance transactions.
  • •Prepare financing scenarios, debt affordability analyses, and capital planning models.
  • •Develop pitch books, client presentations, RFP responses, and marketing materials.
  • •Support due diligence and coordinate transaction processes with clients and external stakeholders (bond counsel, rating agencies, underwriters, etc.).

Pay and Benefits

Salary: USD 110,000 - 125,000 annually
Perks:Health InsuranceDentalVision401kLife InsuranceAccident InsuranceDisability InsuranceWellness StipendPaid LeavePaid HolidaysPaid Parental

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Public Policy, Mathematics, or a related field.
  • •Strong academic record with demonstrated analytical ability.
  • •1 to 2 years of experience in investment banking, public finance, municipal advisory, accounting, consulting, or capital markets (preferred).
  • •Advanced proficiency in Microsoft Excel and PowerPoint.
  • •Strong quantitative, financial modeling, presentation, written/verbal communication, and attention to detail with ability to manage multiple deadlines.
Experience:1-2 yearsInvestment bankingPublic financeMunicipal advisoryCapital marketsFixed incomeMunicipal bondsPublic sector
Education:Bachelor's in Finance, Accounting, Economics, Business Administration, Public Policy, Mathematics, or related field
Skills:CommunicationPresentationAnalytical abilityAttention to detailDeadline management
Certifications:CFASeries 52Series 63
Tech Stack:Microsoft ExcelMicrosoft PowerPointBloombergCapital IQDBB FinanceMuniOS

Company Brief

Jefferies
Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1962
WebsiteLinkedIn