Associate, Investment Banking

Jobtailor; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Boston seeks a recent graduate to join our investment banking support team, focusing on municipal and real estate finance. You will assist with financing proposals, closing activities, and client meetings while coordinating deadlines and regulatory submissions.

The role emphasizes analytical thinking, strong communication, and proficiency in Excel/Office. This entry-level position offers exposure to bond finance and government project funding in a collaborative environment.

Qualifications

• Recent graduate with a bachelor’s degree in Finance, Economics, Real Estate, Business Administration, Public Policy, Accounting, or a related field.
• Demonstrated interest in bond finance, real estate finance, commercial lending, municipal finance, investment banking, community development finance, accounting, or a related field.
• Excellent written, verbal, interpersonal, and presentation skills.
• Strong organizational and time-management abilities.
• Strong analytical and quantitative skills.
• Experience with financial modeling or underwriting is a plus.
• Knowledge of or demonstrated interest in tax-exempt bond financing and public-purpose financing programs is preferred.
• Proficiency with Microsoft Office, including Excel, Word, PowerPoint, Outlook, and Copilot.

Responsibilities

• Support bond transactions by assisting with financing proposals, committee materials, transaction timelines, distribution lists, closing activities, and client meetings
• Coordinate transaction-related deadlines, public hearings, community notices, and required submissions to state and government agencies
• Maintain transaction, closing, and database records and prepare reports and analyses for management
• Manage post-issuance requirements, including borrower compliance, regulatory filings, IRS correspondence, and annual reporting
• Support infrastructure finance activities, including RFPs, procurements, contracts, purchase orders, reimbursements, and ongoing project costs
• Maintain approved vendor and professional service provider lists and assist with requests for qualifications and proposals
• Develop and maintain presentation materials and support client, board, committee, and other external meetings and events
• Collaborate with Marketing and department leadership on outreach initiatives, presentations, conferences, and other business development activities
• Conduct research and support special projects, including program guidelines, marketing materials, department policies and procedures, and management reports
• Provide ongoing analytical and administrative support to the investment banking team, including industry news monitoring, reporting, and coverage for key department activities

Skills

Bond Finance

Financial Modeling

Analytical Skills

Organizational Skills

Time Management

Written Communication

Education

Bachelor’s degree in Finance, Economics, Real Estate, Business Administration, Public Policy, Accounting, or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Microsoft Copilot

Job description

• Support bond transactions by assisting with financing proposals, committee materials, transaction timelines, distribution lists, closing activities, and client meetings


• Coordinate transaction-related deadlines, public hearings, community notices, and required submissions to state and government agencies


• Maintain transaction, closing, and database records and prepare reports and analyses for management


• Manage post-issuance requirements, including borrower compliance, regulatory filings, IRS correspondence, and annual reporting


• Support infrastructure finance activities, including RFPs, procurements, contracts, purchase orders, reimbursements, and ongoing project costs


• Maintain approved vendor and professional service provider lists and assist with requests for qualifications and proposals


• Develop and maintain presentation materials and support client, board, committee, and other external meetings and events


• Collaborate with Marketing and department leadership on outreach initiatives, presentations, conferences, and other business development activities


• Conduct research and support special projects, including program guidelines, marketing materials, department policies and procedures, and management reports


• Provide ongoing analytical and administrative support to the investment banking team, including industry news monitoring, reporting, and coverage for key department activities

Requirements

• Recent graduate with a bachelor’s degree in Finance, Economics, Real Estate, Business Administration, Public Policy, Accounting, or a related field


• Demonstrated interest in bond finance, real estate finance, commercial lending, municipal finance, investment banking, community development finance, accounting, or a related field


• Excellent written, verbal, interpersonal, and presentation skills


• Strong organizational and time-management abilities


• Strong analytical and quantitative skills


• Experience with financial modeling or underwriting is a plus


• Knowledge of or demonstrated interest in tax-exempt bond financing and public-purpose financing programs is preferred


• Proficiency with Microsoft Office, including Excel, Word, PowerPoint, Outlook, and Copilot

Core Competencies

Demonstrates strong analytical and organizational skills essential for supporting bond transactions and managing compliance requirements. Proficient in financial modeling and familiar with tax-exempt bond financing and public-purpose financing programs.

Highest-signal resume keywords

• Bond Finance


• Financial Modeling


• Analytical Skills


• Microsoft Office Proficiency


• Organizational Skills

Hard Skills

• Financial Analysis


• Quantitative Skills


• Underwriting


• Database Management


• Report Preparation

Soft Skills

• Written Communication


• Verbal Communication


• Interpersonal Skills


• Presentation Skills


• Time Management

Industry Keywords

• Municipal Finance


• Community Development Finance


• Investment Banking


• Real Estate Finance


• Commercial Lending

Tools & Technologies

• Microsoft Excel


• Microsoft Word


• Microsoft PowerPoint


• Microsoft Outlook


• Microsoft Copilot