Associate II, Public Finance

First National Bank of Omaha; West Des Moines (IA); On-site; USD 65,000 - 85,000; Full time

Job summary

First National Bank of Omaha in West Des Moines, IA, seeks a Public Finance analyst to lead deal analytics, disclosures, and offering documents. You will interact with internal and external stakeholders and ensure regulatory compliance while supporting strategic goals.

The role requires 3+ years in accounting/finance or investments, a Bachelor’s in Accounting/Finance, and relevant licenses. Salary ranges are provided with onsite work expectations.

Qualifications

• Experience in Public Finance is required.
• 3+ years in an Accounting, Finance or Investments role.
• Strong analytical and quantitative skills.
• Series 50, 52, 63, SIE exams/licenses preferred.

Responsibilities

• Lead analytics on deal analytics, disclosure and offering documents.
• Serve as primary contact with internal and external stakeholders.
• Assist in regulatory and ethical compliance for the role.
• Obtain and summarize market data to analyze trend opportunities.
• Develop understanding of Northland strategic vision and growth opportunities.
• Support business development and client proposals; create pitch materials.
• Coordinate deal processing activities and documentation closures.
• Liaise with issuers, counsel, rating agencies and credit enhancers.
• Maintain reporting tools for Public Finance activities.

Skills

Public Finance

Licenses (SIE/50/52/63)

MS Office

Communication skills

Detail oriented

Education

Bachelor's degree in Accounting and/or Finance

Tools

MS Office Suite

Job description

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. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.

About This Role:

Develop a thorough understanding and ability to execute 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 Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps

Assist with entering new markets, products, etc.

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 Capital Markets

Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison

Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested

Assist with business development activities 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 Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings 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 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:

MUST HAVE:

• Experience in Public Finance
• 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
• Achieve or maintain series 50, 52, 63, SIE exam/licenses

Salary Range: $65,000 - $85,000

Candidates must possess unrestricted work authorization and not require future sponsorship.

Work Environment:

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of ou