Posted: March 2021
Position Type: Full-time/Permanent
Travel Percentage: 1-3 days/month

Job Description
This is a full-time position in our New York office for an Analyst or Associate to assist the firm’s senior professionals. We are seeking a highly motivated individual who enjoys working at a small firm and who has strong analytical and technical skills to focus on financial modeling and related analysis including:

• Creating and utilizing complex Excel models related to debt, swaps and financial ratios;
• Maintaining proprietary firm databases, including financial statement data entry and verification;
• Using database information to generate debt capacity and other peer analyses;
• Monitoring relevant tax-exempt and taxable fixed income transactions, both in the primary and secondary markets;
• Developing insightful, visually interesting and attractive graphs and tables that present information and data in a clear and organized manner;
• Researching and organizing financial and credit information for higher education and not-for-profit institutions;
• Interacting with colleagues and clients to analyze and present quantitative information, possible implications of various decisions and recommended approaches;
• Preparing presentation materials and memoranda describing market conditions and opportunities, including various financing options with pros/cons/risks/opportunities;
• Assisting in the maintenance and development of our client-specific web portal which provides market data and financial information; and
• Reviewing other analyses and materials prepared by colleagues, clients and third parties for accuracy and consistency.

Desired Experience and Skills
Our ideal candidate has the following skills and experience:

• Familiarity with financial modeling and quantitative analysis;
• Understanding of financial statements and ratios;
• Well-developed Excel skills including modeling and graphing;
• Ability to learn quickly and become familiar with new financial software/tools, including DBC Finance (municipal bond structuring software) and Bloomberg;
• Excellent organizational and communication skills;
• Ability to work well under pressure and meet deadlines;
• Ability to work independently and thoughtfully, while also knowing when to seek guidance and ask questions;
• Strong work ethic, attention to detail and a genuine interest in working with higher education and not-for-profit institutions;
• Ability to work well in an intimate, collaborative environment focused on client relationships; and
• Demonstrated ability to exercise good judgment and conduct oneself with professionalism.

Minimum Qualifications:

• BA or BS with extensive coursework in finance, economics and/or business required;
• Proficiency in MS Excel, MS PowerPoint and MS Word;
• Interest in the capital markets and fundamental financial concepts;
• Prior work experience, preferably in a related field; and
• Desire to work with higher education and not-for-profit institutions