Operations Manager - Debt Issuance Documents

EHLERS; Minneapolis, Waukesha (MN, WI); On-site; USD 96,000 - 145,000; Full time

Job summary

Ehlers, a Minnesota-based financial advisory firm, seeks an Operations Manager to oversee Public Finance Analysts across offices in Minneapolis. You will ensure debt-issuance documents are accurate, timely, and compliant while driving cross-office efficiency and supporting strategic initiatives.

Ideal candidates have a 4-year business degree, 7+ years in municipal/public finance with supervisory experience, and familiarity with Series 50 licensing.

Qualifications

• 4-year college degree in Business Administration or related field preferred.
• Series 50 license preferred.
• 7+ years in municipal/public finance; 3+ years supervisory experience.

Responsibilities

• Oversee day-to-day workload of the Public Finance Analysts; ensure accuracy.
• Collaborate with Managers to improve PFA workflows across offices.
• Conduct performance assessments and develop staff.
• Provide training and cross-training for team members.
• Monitor Official Statements data resources and documents.
• Support strategic growth initiatives for the firm.

Skills

Municipal finance

Debt management

Bond issuance

Regulatory knowledge

Workflow management

Interpersonal skills

Team leadership

Problem solving

Communication

Education

4-year college degree in Business Administration

Series 50 license

Job description

Job Details: Job Location: Minneapolis, MN - Minneapolis, MN, Salary Range: $96000.00 - $145000.00Salary, Purpose:

Oversees Operations staff across all offices - completing documents related to debt issuance - to ensure work products are accurate, timely and consistent with regulatory requirements. This role will also, through collaboration with other internal teams, drive operation efficiency, support team- and corporate-level initiatives, and assist with strategic projects that align with the company’s borader goals.

Essential Job Functions:

• Manage the day-to-day workload of the Public Finance Analysts (PFA) completing documents related to debt issuance, and others as assigned.
• Work cross-functionally with other Manager(s) to identify and integrate efficiencies in the PFA workflows across all offices
• Ensure ongoing performance management; conduct performance assessments and monitor employee development plans
• Oversee direct training and cross-training of team members
• Monitor and periodically review information resources used to gather data for Official Statements
• Monitor and periodically review documents prepared and provided throughout the debt issuance process, as well as the processes associated with these documents to identify areas for continued improvement
• Review documents that have been created by staff for consistency and accuracy
• Assist in the preparation of documents prepared throughout the debt issuance process, as needed.
• Assist in maintaining correspondence and documents pursuant to company and compliance filing procedures
• Assist in development and review of strategies and best practices to support Ehlers’ long term strategic growth
• Attend on-going training, as needed, to keep current and knowledgeable on all aspects of the job
• May serve as a representative at company seminars, conferences, meetings, or at other times when requested
• Performs other duties as required to fulfill the mission of the company

Qualifications: Requirements:

Education:

• 4-year college degree in Business Administration or related field preferred

Licensing:

• Series 50 (Municipal Advisor Representative) license preferred

Experience:

• Minimum 7 years experience in municipal finance, public finance, debt management, debt issuance, or a related field required
• Minimun 3 years of direct supervisory experience required

Knowledge/Skills:

• Advanced knowledge of municipal finance, municipal securities, bond issuance, debt management, and the regulatory environment
• Able to assess, distribute, and manage workflow across all team members so that deadlines are met and essential work is completed
• Able to problem solve effectively, to guide and assist others in making decisions
• Demonstrate well developed interpersonal skills that create and maintain effective and positive relationships with internal and external parties
• Able to manage, coach, and work collaboratively with others in team environment to achieve individual, team and company goals
• Able to proactively ask questions and request guidance or assistance, seek opportunities for continuous work improvements, and recognize and pursue opportunities for professional development

Physical Demands:

• Perform primarily stationary work using a computer and applicable office equipment
• Move throughout the office to access files, office equipment and communicate with colleagues
• Travel as needed between office locations, and for attendance at conferences, seminars, client meetings, and other business-related responsibilities