The Opportunity:
The role of the Associate/Vice President is to research and document client debt information; develop financial models; prepare marketing and presentation information for the senior bankers; organize, draft, and edit responses for RFP’s and other written correspondence; research and compile market data; and other assorted duties in support of the senior bankers.
Responsibilities:
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Develop financial models based on client’s financing needs using available financial products.
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Prepare correspondence, marketing information, and presentations for senior bankers.
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Draft, edit, and organize responses to formal solicitations (for RFP’s) by state and local governments.
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Research and compile market data relating to prior or future transactions.
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Schedule calls and meetings among the team and interact with lawyers, accountants, verification agents, rating agencies, and insurers to coordinate the deal process.
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Ensure data is updated and entered into DBC Finance software and other relevant tools.
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Critically read and analyze legal documents.
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Maintain files of clients and prospects.
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Perform other duties and special projects as assigned.
Requirements:
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Minimum of 3 years of public finance/municipal investment banking experience required.
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Bachelor’s degree with an overall GPA of 3.4 or greater.
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Must be willing to obtain the Series 52 and 63, within 6 months from the commencement of employment.
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Fluency in Microsoft Excel and other Microsoft applications, including PowerPoint.
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Knowledge of DBC Finance software required.
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Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing.
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Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail.
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Ability to work independently while being team-oriented, prioritize tasks, react to changes, and solve critical issues.
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Qualified candidates must possess a high level of motivation, initiative, and leadership potential.
EOE |