• Completes spreadsheet financial models for assigned industry. 

• Formulates new transaction proposals. 

• May assist in development of financial analyses including revenue models, running the numbers, debt profiles and refinancing and cash flow analysis. 

• Helps in preparation of client pitch books. 

• Maintains records of market conditions and issuance, prepares regular updates, and reports for internal and external constituencies. 

• Creates and presents marketing and sales materials. 

• May have limited interaction with clients. 

• Performs other duties and responsibilities as assigned. 

• Works independently on assigned projects and tasks, meeting all delivery deadlines. 

• Operates standard office equipment and uses required software applications. 

• Answer incoming phones 

Knowledge, Skills, and Abilities 

Knowledge of  

• Fundamental investment concepts, practices and procedures used in the securities industry. 

• Basic knowledge of Fixed Income procedures, regulatory requirements, transactions and client relationships. 

• Financial markets and products. 

• Basic business case analysis. 

• Financial analysis and data modeling. 

• Fundamental concepts, practices, and procedures of a professional office environment. 

Skill in  

• Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution. 

• Basic skills in coding, SQL, HTML 5, Python. “Scripting Languages” 

• Communicate effectively, both orally and in writing to all level of associates and clients. 

• Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases. 

• Ability to work effectively as part of a virtual/hybrid team. 

• Comfortable establishing positive/productive rapport with co-workers, financial advisors and external parties (vendors/traders – etc) 

Ability to  

• Multi-task and work on a fast-paced, team-oriented environment. 

• Efficiently manage time and resources in order to overcome quantitative and analytical challenges. 

• Establish and maintain effective working relationships at all levels of the organization. 

• Work under stress restricted by time deadlines and work volume fluctuations. 

• Prepare and deliver clear, effective and professional presentations. 

• Communicate both orally and in writing, with all levels of the organization and external clients. 

• Work independently as well as collaboratively within a team environment. 

• Organize and prioritize multiple tasks and meet deadlines. 

• Provide a high level of customer service. 

Educational/Previous Experience Requirements 

• College student with a graduation date of December 2028 or later standing student pursuing a Bachelor’s Degree (B.A.) or Master’s Degree in Finance, Economics, MIS, ISM or related field at an accredited university.  

• Any equivalent combination of experience, education, and/or training approved by Human Resources. 

• Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). 

Licenses/Certifications 

• None required. 

Location 

St. Petersburg, FL Home Office  

• No travel required.