Public Finance Waterfall Modeling Team Lead - Global Capital Markets Quantitative Risk Analyst

The Public Finance Waterfall Modeling Team Lead will establish and lead a centralized modeling function responsible for translating complex transaction-specific waterfall provisions into standardized, controlled, and operationally-ready templates. This role will serve as the subject matter expert for document interpretation, financial modeling, quality control standards, and workflow governance across Public Finance transactions.

The individual will build the team's methodology, establish model standards, oversee quality assurance processes, and ensure all approved models are accurate, traceable, and compliant with operational and risk requirements. The role will work closely with Relationship Managers, Transaction Administration teams, Product, Legal, and Risk partners.

This position combines deep Public Finance expertise, advanced financial modeling capabilities, operational leadership, and control discipline.

• →

Bachelor’s degree,
OR in lieu of degree,
A combined minimum of 11 years higher education and/or work experience to include a minimum of 7 years relevant experience.
-OR-
Master’s degree in Mathematics, Statistics, Quantitative Analysis or another technical discipline, with minimum of 5 years relevant experience or in lieu of degree, a combined minimum of 11 years higher education and/or work experience to include a minimum of 5 years relevant experience.

Minimum of 7 years relevant experience
Banking or Financial Services experience
Experience with SAS, SAS Enterprise Miner and other Statistical Software Packages.
Advanced Knowledge of SQL and Microsoft Office.
 Ability to utilize analytics in a collaborative manner across business functions and product lines to derive optimum solutions.
Demonstrated ability to communicate complex concepts.
Demonstrated ability to manipulate and analyze data across large databases.

• Deep understanding of municipal/public finance transactions
• Ability to interpret trust indentures, bond resolutions, loan agreements, and related governing documents
• Knowledge of payment priorities, fund flows, reserve requirements, debt service structures, and waterfall provisions
• Strong understanding of transaction administration and operational controls

• Advanced Excel modeling skills
• Ability to design, build, validate, and maintain complex financial waterfall models
• Experience with formula-driven calculations, conditional logic, triggers, shortfalls, allocations, and scenario testing
• Strong attention to mathematical accuracy and model integrity 

• Experience establishing quality assurance and quality control frameworks
• Strong understanding of model governance, version control, auditability, and operational risk
• Ability to create standardized processes and controls
• Experience performing independent reviews and validation testing

• Ability to build and lead a new capability from inception
• Develop methodologies, standards, procedures, playbooks, and training materials
• Establish intake, workflow, prioritization, governance, and escalation frameworks
• Drive continuous improvement and operational efficiency

• Partner with Relationship Managers, Transaction Administration teams, Product, Operations, Risk, and Legal stakeholders
• Navigate ambiguity and resolve complex document interpretation issues
• Strong communication skills with ability to explain complex modeling concepts to non-technical audiences

#LI-RS1