Analyst, US Municipal Finance

RBC

Municipal Finance Analyst providing support for investment bankers in structuring and issuing municipal bonds. Involves analysis, presentations, and coordinating transaction activities.

Posted 5/31/2026full-timeSan Francisco • California • 🇺🇸 United StatesJunior💰 $80,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Gather, organize and analyze information necessary to prepare proposals, client presentations, offering statements and marketing materials
Prepare proposals and participate in presentations for prospective clients, describing in detail financing alternatives in originating, structuring and marketing an issue and our ability to perform the underwriting functions in a capable manner
Prepare projections, bond / loan portfolio analysis and modeling & related financial analyses for potential & actual capital markets transactions, including data conversion, synthesis & analysis
Develop an understanding of economic and political forces affecting the issuance bonds and the bond market through internal and external resources
Enhance the Department’s use and knowledge of available information pertaining to the bond market by collecting, organizing and maintaining various marketing materials and information resources
Coordinates the various activities, internal and external, relating to pricing and settlement of public finance transactions
Works closely with management and Investment Bankers to secure closings
Develops data and analytical processing skills, a proficient knowledge of available computer programs & improves data processing system to enhance departmental efficiency
Proactively identify operational risks/control deficiencies in the business
Review and comply with Firm Policies applicable to your business activities
Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly
Other such duties, responsibilities and authority as may be reasonably required

Requirements

What you’ll need

BA/BS degree in Business Administration, Finance, or Economics with demonstrated record of high achievement
1 to 3 years of related professional Municipal Finance experience
Proficiency with personal computers and standard productivity applications
Obtain and maintain Securities Industry Essentials Exam (SIE), Series 50, 52, and 63 licenses
Quantitative and qualitative analytical skills; strong knowledge of finance and accounting
Highly motivated, committed and responsible, with a demonstrated ability to manage conflicting priorities and requests
Excellent interpersonal skills with the ability to establish and maintain relationships at all organizational levels
Strong oral and written communication skills
Ability to take initiative and function independently balanced with strong teaming skills
Maintain high standards of professional and ethical conduct

Benefits

Comp & perks

Comprehensive Total Rewards Program
Competitive compensation
Flexible benefits, such as 401(k) program with company-matching contributions
Health, dental, vision, life, disability insurance
Paid-time off
Leaders who support your development through coaching and managing opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisbond portfolio analysisdata conversiondata synthesisdata analysismodelingquantitative analysisqualitative analysisaccounting knowledgeunderwriting functions

Soft Skills

interpersonal skillscommunication skillsinitiativeteamworkability to manage prioritiesmotivationresponsibilityprofessional conductrelationship buildingindependence

Certifications

Securities Industry Essentials Exam (SIE)Series 50 licenseSeries 52 licenseSeries 63 license