Public Finance - Analyst

firstnational; West Des Moines (IA); On-site; USD 63,000 - 104,000; Full time

Job summary

FirstNational is seeking a lead analyst for its Public Finance investment banking group. The role focuses on deal analytics, disclosure, and offering documents, while serving as a primary contact with internal and external stakeholders and ensuring regulatory compliance.

Responsibilities include market data analysis, structuring financing options, and supporting business development. The ideal candidate has PF experience, a finance/accounting degree, and 3+ years in related roles.

Qualifications

• Experience in Public Finance is required.
• Bachelor's degree in Accounting and/or Finance preferred.
• 3+ years in Accounting, Finance or Investments.
• General understanding of credit/finance concepts.
• Detail oriented and accurate.
• Proficient in MS Office suite.
• Strong communications/presentation skills.
• Achieve or maintain applicable licenses (e.g., SIE, Series 50/52/63) if required.

Responsibilities

• Lead analytics, disclosure and offering documents for Public Finance deals.
• Serve as a key contact with internal and external stakeholders while ensuring regulatory and ethical compliance.
• Develop market data and analyze opportunities within PF markets and structures.
• Support business development activities and prepare proposals, presentations and pitch books.
• Coordinate deal processing, closings and reporting to management.

Skills

Communication skills

Presentation skills

Detail oriented

Education

Bachelor's degree in Accounting/Finance

Tools

MS Office

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

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

Compensation:

Compensation range (base pay): $63,288.00-$104,425.00 This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work onsi