Analyst, Public Finance (Lansing/Southfield/GR)

Company Name:
Fifth Third Bank
GENERAL FUNCTION: In general, work involves checking/matching/researching data and verifying
accuracy of municipal/corporate underwriting deal documents in order to process, record, balance,
and/or reconcile transactions, data and/or input/output in accordance with established internal
guidelines, procedures and practices. Much of the work is executed on-line.
Create and maintain a complex system of records, files and other materials, including,
computer records and files short and long-term records storage, retrieval, and retention systems.
Development and management of bond issue documentation.
Coordinates business process for assigned service area.
Develops compliance files and records, paperwork processing.
Deal Coordinator: Maintain deal files that results in a complete and evident audit trail;
prepares comprehensive and accurate documentation of transactions and adjustments; maintains
files in a timely and complete manner and ensures that all documentation is filed appropriately
and is accessible as required:
Create and distribute Schedule and Distribution lists; Request Approval forms,
Request OMAC reports and CUSIPS prior to pricing and distribute to appropriate parties. Order
revised CUSIPS after pricing, if necessary.
Provide pricing documents timely to i-Deal, Bloomberg, Security Master, Accounting, MSRB,
Closings: Create and distribute closing Letters; send closing reminders, moderate closing with
DTC & Paying agent after confirming wire has been received.
Official Statement ( if applicable) submission to EMMA/MSRB after pricing; including Advance
Refunding documentation within specific timelines.
Create Final Pricing books: print and bind all final deal documents, bind and deliver to issuer.
Reconcile all cost of issuance with issuer (as requested); submit preliminary and final costs
with copies of all invoices
Invoice Processing: Document in deal forms invoice final costs; add GL & CC information on
invoices, enter into Main Frame accounting system, forward invoices for approval, copy to deal
Reconcile with Accounting Department outstanding invoices for each deal
Conference/Booth Display: Arrange and coordinate the booth reservation/set up at various
conferences throughout the state (i.e. GFOA/MSBO/MASA/MASB).
Ads to local newspapers for bond sales; coordinate with marketing and legal departments for
approval, coordinate with newspapers for submission timelines and payment options.
Ad material for sponsorship materials; coordinate with sponsors ad materials for brochures and
Order office supplies.
Process check requests as needed.
Maintain confidentiality.
Proposal Preparation: As requested by a Banker or Analyst, prepare written presentations,
and/or PowerPoint presentations.
Basic knowledge of Public Finance principles and practices preferred
Good clerical and accounting skills, including filing, typing, computer and basic office
equipment use
Excellent customer-service skills
Skill in obtaining, researching, clarifying, and exchanging information
Ability to multi-task
Ability to organize, prioritize, work effectively under time restraints, and maintain good follow
Excellent oral and written communication skills
Excellent interpersonal skills; a"#team player#
Ability to discern sensitive information and protect confidentiality
Ability to work independently.
Ability to communicate effectively orally.
Ability to respond to and work effectively with the public and other employees.
Series 7 required
Series 63 required

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.