Public Finance Program Associate - West Region

Wells Fargo & Company•Los Angeles, CA

5d•$150,000 - $250,000

About The Position

The Public Finance Program Associate will support the West region coverage team and help manage client relationships, development business opportunities, and execute transactions, including derivatives. The associate will be part of deal teams that include senior and junior team members. The associate will build a network of influence among municipal market professionals including, among others, bond lawyers, credit providers, financial advisors, rating agencies, and key industry vendors (e.g. public accounting firms). Issuers will include governmental agencies, K-12 school districts and higher education institutions. Day-to-day job responsibilities include: Preparing detailed cash flow analysis to support transaction execution Creating pitch books Drafting responses for Requests for Proposals (RFPs) Leading due diligence meetings Working closely with internal and external counsel to negotiate legal documentation Working closely with analysts and internal partners to manage internal compliance requirements Maintaining client relationships; including screening potential finance solutions Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in policies, procedures and compliance requirements Collaborate and consult with functional colleagues, internal partners and stakeholders, including internal and external customers

Requirements

2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Registration for FINRA SIE must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Registration for FINRA Series 52 Top-Off must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Nice To Haves

Master's or Bachelor's Degree in Business, Finance or Accounting OR 3+ years direct public finance work experience.
Ability to develop and maintain strong relationships with internal and external clients.
High attention to detail and accuracy
Experience reading, negotiating, and/or interpreting legal documents
Leadership experience and/or experience training others in a relevant professional capacity
An energetic self-starter who is detail-oriented with strong quantitative skills and enjoys working in a team environment; ability to work with little direct supervision and thrive in a high energy environment
Strong knowledge and understanding of the municipal bond market
Experience and expertise running cash flows using DBC
Very comfortable and efficient in Excel. Experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors.
Able to review and interpret financial statements.
Analytical thinker. Able to make decisions and recommendations that are well-reasoned.
High level of personal motivation. Does more than what is asked for and anticipates questions/issues.
Ability to manage a high-volume workload while maintaining excellence and consistency of work.
Ability to quickly change focus and stay organized is a must.

Responsibilities

Preparing detailed cash flow analysis to support transaction execution
Creating pitch books
Drafting responses for Requests for Proposals (RFPs)
Leading due diligence meetings
Working closely with internal and external counsel to negotiate legal documentation
Working closely with analysts and internal partners to manage internal compliance requirements
Maintaining client relationships; including screening potential finance solutions
Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in policies, procedures and compliance requirements
Collaborate and consult with functional colleagues, internal partners and stakeholders, including internal and external customers