Associate II, Public Finance

First National Bank of Omaha•West Des Moines, IA

9d•Onsite

About The Position

Serve as a key member of the Public Finance investment banking group, leading deal analytics and supporting disclosure and offering documents while acting as a key contact for internal and external stakeholders. The role supports the Public Finance team’s strategic and revenue goals, business development, deal processing, and client-facing activities. The incumbent is expected to comply with applicable industry, market, organizational, regulatory, and ethical requirements, including FINRA and SEC requirements and Northland policies. The position is anticipated to work onsite at the posted location. The onsite environment is described as collaborative and designed to foster innovation, mentorship, and professional growth. Work location may change based on business needs.

Requirements

Experience in Public Finance.
Three or more years in an Accounting, Finance, or Investments role.
General understanding of credit- and finance-related concepts.
Strong attention to detail.
Proficiency with the Microsoft Office suite.
Strong communication and presentation skills.
Achieve or maintain Series 50, 52, and 63 registrations/licenses and pass the SIE exam.
Unrestricted work authorization; candidates must not require future sponsorship.
Meet applicable financial-industry responsibility and regulatory requirements and credit-fitness and criminal-background standards, including ongoing requirements related to background investigation, credit report, and fingerprinting.

Nice To Haves

Bachelor’s degree in Accounting and/or Finance is preferred.

Responsibilities

Develop knowledge of Public Finance business, markets, sectors, regulations, requirements, analytical structures, and processes.
Obtain and summarize market data to help identify and analyze trends and opportunities across markets, products, services, sectors, issuance types, underwriting, and Public Finance structures.
Develop an understanding of Northland’s strategic vision and contribute to identifying strengths, weaknesses, opportunities, threats, and gaps.
Assist with entering new markets and offering new products, and provide recommendations to the manager on departmental effectiveness and strategic planning.
Support defined strategies, revenue targets, goals, objectives, and activities for the individual, Public Finance, and Capital Markets.
Provide analytical support to the Public Finance team; create and review offering and closing documents; and serve as an internal and external liaison.
Learn applicable data systems and how they support debt structuring.
Research outstanding debt for targeted issuers and identify and run potential refunding scenarios.
Run financing-structure alternatives for prospects and clients as requested.
Support business development, identify prospects for bankers, and coordinate prompts and follow-ups when beneficial.
Make initial contact with targeted issuers to arrange introductory meetings.
Create financing proposals, presentations, pitch books, and one-pagers as requested, and participate in presentations to prospects.
Identify, register for, and attend applicable trade shows.
Assist with deal processing, including engagement committee processes, credit analysis, and sales bulletin preparation.
Coordinate file documentation and closings.
Develop working relationships with issuers, counsel, rating agencies, and credit enhancers to serve as an effective Public Finance liaison.
Develop reporting tools to communicate general Public Finance activities, including business development, to Northland management.
Understand and follow Northland policies, applicable laws, FINRA and SEC regulations, and compliance requirements; complete compliance continuing education and maintain awareness of the Capital Markets compliance and regulatory environment.
Ensure compliance requirements are followed in business development materials and process documents, and report issues or violations according to Northland compliance standards.
Follow requirements related to Anti-Money Laundering and the USA Patriot Act.
Exhibit professional behavior, promote positive working relationships, and pursue personal and professional development, including identifying relevant training opportunities.
Practice Northland values and support its goals and strategic plan; be proactive and respectful and serve as a resource to colleagues.
Complete special projects within allotted time frames, make continuous best efforts to complete assigned work, and conduct all work ethically.