Associate - PF

Cabrera Capital Markets; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) with employer match

Profit sharing program

Paid time off & holidays

Job summary

Cabrera Capital Markets is seeking an Associate to support our Public Finance Investment Banking team across new business development and transaction execution. You will lead client materials, perform cash flow modeling, and coordinate with Analysts on deal work.

The role involves preparing presentations, engaging in client meetings, and developing debt profiles while collaborating with a national public finance platform.

Qualifications

• Bachelor's degree in Finance or a related field.
• 2+ years of experience as a Public Finance Analyst or similar role in Public Finance.

Responsibilities

• Take a lead role in developing client presentations and responses to RFPS.
• High proficiency with financial forecasting, cash flow analysis, and bond sizing using Excel.

Skills

Advanced analytics

Project management

Client focus

Excel skills

Communication

Time management

Education

Bachelor's degree in Finance or related field

Tools

DBC Finance

Microsoft Office

Job description

For more than 20 years, Cabrera Capital’s Public Finance team has partnered with governments, schools, and public agencies to fund projects that strengthen communities. We bring together deep market knowledge and a clear understanding of public-sector priorities to help clients access capital efficiently and with confidence. Cabrera’s boutique, client-first business model is focused on delivering superior capital market strategies and outcomes to create a differentiated value proposition.

Position Summary & Purpose

The Associate will support our Public Finance Investment Banking team in all aspects of new business development and transaction execution. The Associate will play a central day-to-day role in deal execution, cash flow modeling, new business idea generation, client material creation and presentation, participation in client meetings, and providing training and day-to-day workflow oversight for Analysts on the team.

This position is primarily based in Chicago, Illinois; however, we are also open to qualified candidates located in Dallas, Texas, New York, New York, and Los Angeles, California.

Candidates must be willing to work from one of these designated office locations and collaborate closely with team members across the firm's national Public Finance platform.

Essential Duties And Responsibilities

• Take a lead role in developing client presentations and responses to Requests for Proposals
• High proficiency with advanced quantitative analyses including financial forecasting, cash flow analysis, and bond sizing using Excel and third-party debt structuring applications
• Work closely with coverage team to take day-to-day leadership in the execution of new issue transactions including documentation, pricing, presentations to investors and rating agencies, and deal closing coordination
• Attend client meetings with the banking team and present information in a clear and professional manner with a focus on building client relationships
• Generate and maintain debt profiles to provide bankers with an overview of a client’s debt position and historical financing
• Able to work with data from various sources to develop relevant market-wide and client-specific analyses
• Monitor market conditions to apply new financing and optimization strategies based on clients’ financing needs
• Research projects related to regulatory, legal, policy or client-specific issues
• All other duties as assigned

Responsibilties / Requirements

Management & Decision Making Responsibilities

• Manage multiple concurrent projects and prioritize time-sensitive deliverables
• Coordinate and quality control work by Analysts on shared transactions, projects and deliverables
• Provide ad hoc training and support to Analysts

Knowledge, Skills & Abilities Requirements

• Advanced analytical skills with attention to detail
• Demonstrated project management skills with the ability to deliver work products with limited oversight and assume significant level of responsibility
• High level of client focus and commitment to delivering quality work product on a time-sensitive basis in a fast-paced environment
• Excellent communication, teamwork and interpersonal skills
• Must be self-motivated with a strong work ethic and excellent time management skills
• Advanced proficiency with DBC Finance, Excel, PowerPoint, Word, etc.

Education & Work Experience

• Bachelor's degree in Finance or similar
• 2+ years of previous experience as a Public Finance Analyst (or similar role in Public Finance)

Required Licenses & Certificates

• FINRA SIE, series 52, and series 63 licensures (or within 90 days of hire)

Work Authorization Requirement: Applicants must be currently authorized to work in the United States on a permanent basis. This position does not offer employment visa sponsorship now or in the future. Candidates requiring sponsorship, including F-1 OPT, CPT, H-1B, TN, E-3, or any other employment-based visa sponsorship, are not eligible for consideration.

We offer a competitive and well-rounded benefits package designed to support your health, well-being, and financial future:

• Medical, Dental & Vision Coverage
• Paid Time Off & Holidays
• 401(k) with Employer Match
• Profit Sharing Program
• Flexible Spending & Health Savings Accounts (FSA/HSA)
• Commuter Benefits (Pre-tax transit & Parking)
• Short & Long Term Disability Coverage
• Life & AD&D Insurance Options
• Employee Assistance Program (EAP)
• Pet Care Discount Program