1825 Principal Administrative Analyst II - Controller's Office (1825)

Job Description

This position will maintain responsibility for all aspects of bond transactions, including ongoing bond compliance and administration, as well as other special projects and analyses.

The Principal Administrative Analyst II will assist in the structuring of financings for new capital projects and work with departments to prepare requests for capital project funding to be submitted to the City’s Capital Planning Committee and the Board of Supervisors.

The Principal Administrative Analyst II will provide difficult, complex, sensitive, detailed analytical work to help manage OPF's current debt portfolio and growing CFD / IFD portfolio, including analysis and recommendations involved in debt finance risk management, issuing new debt, developing and / or updating policies and procedures, monitoring and administering the ten-year capital plan and preparing a variety of comprehensive, complex and sensitive financial reports for a variety of audiences.

In coordinating the City’s financings, duties may include, but are not limited to the following :

• Management of transaction teams throughout the debt issuance process including the structuring, selling and closing of bond transactions;
• With support from the team, procurement of appropriate consultants and related contracts for professional services, which includes writing RFPs / RFQs and / or bids, managing selection committees, and preparing consultant contracts in consultation with Central Contracts and the City Attorney’s Office;
• Coordination with Controller, Treasurer, City Attorney, Director of Real Property, City Risk Manager, underwriters, municipal advisors, bond counsel, disclosure counsel, printers, trustees, and other internal and external parties to execute and close bond transactions;
• Management of legislative approvals including Board of Supervisors, EIFD Public Financing Authority No.1, and / or Finance Corporation;
• requires significant document collation and distribution, posting of meeting notices, preparation of staff reports and presentations, coordination with Capital Planning Committee, Budget Legislative Analyst, Board of Supervisors staff, Office of Clerk of the Board of Supervisors, and attendance at public meetings;
• Responsibility for the accuracy, efficiency and applicability of all related legal documentation, such as resolutions, ordinances, indenture / trust agreements and preliminary and final official statements;
• including careful review of all documents and coordination with the City Attorney and direction from bond counsel;
• Oversight of bond accounting for disclosure statements, annual reports, ACFR and annual budget;
• Oversight of ongoing required debt management in accordance with applicable tax law, including investment of bond proceeds, compliance of bond covenants pursuant to various trust indentures, and arbitrage calculations;

development and / or execution of policies and procedures for efficient debt management.

Coordination of credit analyst / investor relations activities, which may include website design, retail marketing campaigns, site tours, conference calls and meetings.

Assisting with the coordination of capital planning, bond financing and budgeting with other City departments;

Managing the formation, debt issuance, and day-to-day administration related to CFDs, IFDs, STDs and other development related projects.

• Assist in the planning and development of debt management policies and procedures to implement the debt management goals and objectives for the City’s development related debt;
• Participating in the preparation and maintenance of financial, business and related records and reports for development related financings, including continuing disclosure;
• Presenting at industry conferences related to debt administration;
• Other miscellaneous projects and duties may include preparing complex financial analyses and other presentation materials, as needed;

conducting research on various debt-related topics; conducting negotiations on complex financial agreements; helping with special projects for the Controller, Mayor’s Office and Board of Supervisors, as needed.

Performing other related duties, including supervisorial work and special projects as assigned