Investment Banker

Southwest Business • San Antonio, TX

213d

About The Position

SWBC is seeking a talented individual to be responsible for developing relationships with municipal and finance personnel seeking to assist them with obtaining financing for securities-style debt that they will incur. Responsibilities will include working with key personnel to help secure roles in various underwriting syndicates; responding to Request for Proposals as needed, utilizing knowledge of municipal capital markets, municipal bond structures, and credit fundamentals in order to advise customers on the best methods for obtaining the funding they need, and working closely with the Capital Markets Municipal Underwriter in helping to structure and price the debt at a level that both makes sense for the customer and is appropriate for market conditions.

Requirements

• Bachelor's degree in Finance, Accounting, Business Management, Economics, Math or related field of study from an accredited four-year college or university.
• Minimum of five (5) years of experience in investment banking, capital markets, or sales/trading or experience at a public finance company.
• Strong analytical skills, both qualitative and quantitative.
• Highly organized, detail-oriented, and proactive.
• Excellent presentation skills.
• Excellent verbal and written communication skills.
• Proficient knowledge of the applicable laws, rulings, and regulations pertaining to municipal finance.
• General understanding of the bond and investment banking industry.
• Solid relationship sales experience.
• Demonstrated ability to network in community, grow new business and develop sales.
• Ability to travel locally or nationally.
• Possess one of the following licenses: Series 7 and 63, and or 52.
• Able to sit for long periods of time performing sedentary activities.

Responsibilities

• Prepares written proposals and pitch books, make presentations to prospective and existing client base, and manages negotiated underwritings and private placements.
• Prepares credit and bond sizing analysis for prospective transactions, manages rating presentations and coordinates work flow through negotiation and settlement of transactions.
• Works with key personnel to identify marketing opportunities.
• Achieves performance metrics, customer retention goals, and new business revenue targets.
• Performs all other duties as assigned.

Benefits

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leadership Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees