Public Finance Investment Banking Analyst

Fnbo---First-National-Bank-of-Omaha-1; West Des Moines (IA); Sur place; USD 100 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA) / Dep. C.

Growth Opportunities

Tuition Assistance

Disability Insurance

Résumé du poste

FNBO is seeking a lead analyst within Public Finance investment banking to drive deal analytics, disclosures, and offering documents while coordinating with internal and external stakeholders. Develop market understanding of PF structures, issuances, and underwriting processes, and contribute to strategic planning and business development.

You will perform analytical support, assist with debt structuring research, and help prepare financing proposals, presentations, and closing documents.

Qualifications

• Experience in Public Finance.
• 3+ years in an Accounting, Finance or Investments role.
• General understanding of credit/finance concepts.
• Detail-oriented.
• Proficient in MS Office suite.
• Strong communications/presentation skills.
• Achieve or maintain Series 50, 52, 63, SIE exam/licenses.

Responsabilités

• 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.
• 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.

Connaissances

Public Finance experience

MS Office

Communication/presentation

Licensing (Series 50/52/63/SIE)

Formation

Bachelor’s degree in Accounting and/or Finance

Outils

MS Office

Description du poste

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

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. Develop a solid understanding of the Public Finance investment banking business including the local market, issues / sectors, structures, and process. 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. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan. Assist with entering new markets, products, etc. Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps. 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.

Responsibilities

• 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 for this role

$100,000 - 150,000.00 & is dependent on location and candidate experience.

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 our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Compensation and Benefits Overview

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here:

Equal Opportunity & Belonging

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants).

Application Deadline

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Grow Your Career with FNBO!

For 170 years, our holding company - First National of Nebraska (FNNI) - has grown to more than 4,500 employees with locations in nine states and $35 billion in assets. We are proud to serve our customers and communities with banking offices located in Nebraska, Colorado, Illinois, Iowa, Kansas, Missouri, South Dakota, Texas and Wyoming. FNBO (First National Bank of Omaha) believes that a bank should be a force for good in the world; to positively influence the lives of our employees, customers and the success of the communities we serve. Whether you're just beginning your career or taking it to the next level, you'll find your fit here.

Bilingual Careers Internships & Trainee Program

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. We strive to represent the communities in which we serve. Learn more here.

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