Public Finance Investment Banking Analyst

For more than 20 years, Cabrera Capital’s Public Finance team has partnered with governments, schools, and public agencies to fund projects that strengthen communities. We bring together deep market knowledge and a clear understanding of public-sector priorities to help clients access capital efficiently and with confidence. Cabrera’s boutique, client-first business model is focused on delivering superior capital market strategies and outcomes to create a differentiated value proposition. 

position summary & purpose

The Analyst will support our Public Finance Investment Banking team in all aspects of new business development and transaction execution. The Analyst will assist in deal execution, cash flow modeling, the preparation of presentations, proposals and debt profiles for municipal and not-for-profit issuers.

Essential duties and resPONSIBILITIEs

• Generate and maintain debt profiles to provide bankers with an overview of a client’s debt position and historical financings
• Provide quantitative analyses including financial forecasting, cash flow analysis, and bond sizing using Excel and third-party debt structuring applications
• Able to work with data from various sources to develop relevant market-wide and client-specific analyses
• Draft high-quality client presentations and responses to Requests for Proposals
• Assist bankers in the execution of new issue transactions including documentation, pricing, presentations to investors and rating agencies, and deal closing coordination
• Monitor market conditions to apply new financing and optimization strategies based on clients’ financing needs
• Research projects related to regulatory, legal, policy or client-specific issues
• Attend client meetings as required and present information in a clear and professional manner
• All other duties as assigned

management & decision making responsibilities

• Ability to manage multiple concurrent projects and prioritize time-sensitive deliverables

knowledge, skills & abilities requirements

• Advanced analytical skills with attention to detail
• High level of client focus and commitment to delivering quality work product on a time-sensitive basis in a fast-paced environment
• Excellent communication, teamwork and interpersonal skills
• Must be self-motivated with a strong work ethic and excellent time management skills
• Advanced proficiency with Excel, PowerPoint, Word, etc.
• Experience with DBC Finance preferred
• Solid understanding of fixed income market concepts and principles

EDUCATION & work experience

• Bachelor's degree in Finance or similar

required licenses & certificates

• FINRA SIE, series 52, and series 63 licensures (or within 90 days of hire)