Social Infrastructure Financing Analyst
Role: Social Infrastructure Financing – Analyst
Business: Public Finance & Solutions (PF&S)
Location: New York, NY
Level: Analyst
Role Purpose
- Support the Public Finance & Solutions (PF&S) Municipals lending business with a focus on social infrastructure (e.g., education, healthcare, affordable housing, public safety, civic and community facilities), providing analytical and execution support across origination, underwriting, and deal execution.
- Work closely with senior bankers and product partners to deliver high-quality analysis, materials, and process management in support of client coverage and a leading US Rates / Munis franchise.
Core Responsibilities
- Financial analysis and modeling: Build and maintain Excel-based models (cash flow, debt service, coverage, sources & uses), perform scenario/sensitivity analysis, and support credit metrics and rating considerations.
- Underwriting support: Assist in preparing credit write-ups, term sheets, and internal approval materials; compile borrower/obligor information; and support structuring discussions around covenants, security packages, and repayment sources.
- Due diligence and research: Gather and synthesize information from offering documents, audits, feasibility studies, demographic/economic data, and project materials; track key risks and mitigants for social infrastructure credits.
- Marketing and client materials: Create and refine pitch books, lender presentations, market/sector updates, and transaction summaries; ensure materials are accurate, consistent, and tailored to client needs.
- Transaction execution and process management: Coordinate timelines and workstreams with internal partners (Credit, Legal, Compliance, Operations, Syndicate/Capital Markets) and external parties (issuers, counsel, advisors) to support efficient closings.
- Portfolio and market monitoring: Help track portfolio exposures, covenant/reporting requirements, and watchlist items; monitor municipal market conditions and relevant policy/regulatory developments impacting social infrastructure sectors.
Required Qualifications
Preferred Qualifications
- Internship or academic experience in fixed income, public finance, infrastructure, project finance, credit, or structured finance (not required).
- Understanding of municipal market sectors, including hospitals/health systems, and other community facilities.
- Coursework in accounting, corporate finance, statistics/econometrics, or public sector budgeting.
Key Competencies
- Collaborative, service-oriented approach with strong follow-through and professionalism.
- Clear written and verbal communication; ability to tailor messages for technical and non-technical audiences.
- Sound judgment and commitment to risk management, controls, and ethical conduct.
- Eagerness to learn and develop expertise in municipal credit and social infrastructure financing.
- Education: Bachelor’s degree in Finance, Economics, Accounting, Public Policy, Mathematics, Engineering, or a related field with strong analytical rigor.
- Analytical skills: Demonstrated ability to analyze financial statements and cash flows, build structured analyses, and communicate conclusions clearly.
- Technical skills: Strong Excel and PowerPoint skills; comfort working with large datasets. Familiarity with Bloomberg, Capital IQ, or similar tools is a plus.
- Mindset: High attention to detail, intellectual curiosity about municipal finance and public-purpose projects, strong ownership, and the ability to prioritize in a deadline-driven environment.