Associate I, Public Finance

Northland Securities

87d • $60,000 - $75,000

About The Position

At Northland, our employees are the heart of our story—and we’re committed to their success! The primary responsibility of this role is to provide comprehensive support to both the Issuance Specialist and CD Specialist through a variety of task-driven duties. The ideal candidate will demonstrate excellent time management skills and the ability to effectively balance and organize a dynamic workload. This role requires a high level of attention to detail to ensure all work products are accurate, thorough, and of the highest quality. The individual will act as a reliable partner, enabling the Issuance and CD Specialists to operate efficiently and meet deadlines. The ideal candidate will have relevant experience in Public Finance, paralegal work, and administrative support. This background will provide a strong foundation for understanding the complexities of the Issuance Specialist and CD Specialist roles. Experience in these areas will contribute to efficient task management, attention to detail, and the ability to navigate regulatory or legal documentation related to the role.

Requirements

• 2+ years of relevant experience in Public Finance.
• Background in paralegal work.
• Administrative support experience.
• Strong foundation in understanding the complexities of the Issuance Specialist and CD Specialist roles.
• Experience in efficient task management with attention to detail.
• Ability to navigate regulatory or legal documentation related to the role.
• 2+ years of experience involving document preparation, deal management, coordination between multiple parties, and management of financial and legal documentation.

Responsibilities

• Draft preliminary deal documents for Issuance Specialist, including distribution lists, contracts, closing memorandum templates, and wire calculation forms.
• Review legal documents related to bond sales to support the Issuance Specialist.
• Independently manage select bond transactions and collaborate with Analysts to communicate new issues with bond attorneys.
• Ensure all statutory and regulatory requirements are met prior to bond sales.
• Serve as the primary liaison among attorneys, issuer, and internal teams throughout the bond issuance process.
• Calculate and confirm wire amounts for bond closings and coordinate the execution of bond closing documents with legal counsel.
• Write and distribute the final closing memorandum to all relevant parties.
• Maintain accurate books and records related to the bond issue and ensure all parties have signed off.
• Support Analysts and Continuing Disclosure tasks by managing County Auditor Certificate requests.
• Track responses, payments, and ensure invoices are submitted for processing.
• Proofread, format, and assemble reports, forms, and client-facing materials.
• Perform general department organization, including updating databases and maintaining records.

Benefits

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees