Public Finance Investment Banking Analyst

3 weeks ago

Des Moines, Iowa, United States First National Bank of Omaha Full time

At Northland, our employees are the heart of our story-and we're committed to their success Please see below the details of this career opportunity and how it fits into our organization's success.

Our Modern, Flexible Workplace:


We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.
It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.

Summary of the Job:

Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Develop a solid understanding of the Public Finance investment banking business including the local market, issues / sectors, structures, and process. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.

About This Role:

  • Develop a thorough understanding of Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
  • Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
  • Develop understanding of Northland strategic vision
  • o Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps o Assist with entering new markets, products, etc. o Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
  • Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Fixed Income
  • Provide ongoing support to the Public Finance team including providing analytic support, offering documents, and serving as an internal and external liaison
  • Learn the applicable data systems and how the support the structuring of debt
  • o Research outstanding debt for targeted issuers to identify and run potential refunding scenarios o Run various financing structure alternatives for prospects and clients as requested
  • Assist with business development activities
  • o Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings o Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects o Identify, register for, and attend applicable trade shows
  • Assist in the transaction management process for offerings
  • o Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation o Manage operations and administration required in deal execution including cusip, DTC, MSRB, and State Street submissions o Coordinate file documentation o Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
  • Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
  • Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
  • Complete compliance continuing education
  • Ensure adherence to Northland compliance requirements in business development materials and process documents
  • Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
  • Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
  • Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
  • Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
  • Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
  • o Identify and recommend seminars, conferences, and external training solutions; develop and drive action plan in regard to business and professional development after attending
  • Practice Northland values and support the goals and strategic plan
  • Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
  • Complete special projects as assigned within allotted time frame
  • Be accountable for continuous best efforts to complete the job assigned
  • Conduct all work activities ethically

The Ideal Candidate for This Role:

Requirements:

  • Bachelor's degree in Accounting and/or Finance preferred
  • 3 plus years in an Accounting, Finance or Investments role
  • General understanding of credit/finance related concepts
  • Must be detailed oriented
  • Proficient in MS office suite
  • Must have strong communications/presentation skills
  • Must be willing to get FINRA licenses within a year of employment

Registration Requirement:

This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.

Equity, Diversity, & Inclusion:

We are committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. We strive to reflect the diversity of the communities we serve in the makeup of our workforce.

See the full Equity, Diversity, & Inclusion Statement here

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

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