HJ Sims · 2 days ago
Senior Vice President, Investment Banking (Public Finance)
Bloomington, MN
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expHJ Sims is a financial services company looking for a Senior Vice President in Investment Banking specializing in Public Finance. The role involves developing new business, managing financing transactions, and coordinating with various stakeholders to ensure successful project financing and client relations.
BankingFinanceFinancial Services
Responsibilities
Develop new business through direct interface with prospective clients, vendors, and associations
Make presentations to management and boards of prospective clients as well as at state and national association meetings and conventions
Accompany senior and associate bankers on business development and client meetings and attend association meetings, trade shows, and conventions
Read and evaluate financial statements
Understand, analyze, and communicate sector-specific operations issues
Coordinate the financing process with architects, contractors, market and financial feasibility consultants, lawyers, issuers and other professionals to facilitate the closing of the financings and the distribution of funds
Manage day-to-day aspects of the financing transaction process
Solicitation and negotiation of term sheets from commercial banks, as well as proposals from verification agents and trustees
Interface with rating agencies to secure investment grade ratings
Review legal documents to ensure appropriate delineation of key covenants and terms
Coordinating calls and information flow with working group and prospective investors
Draft pitch materials, RFP responses, information memoranda, and industry conference presentations
Prepare presentations to guide client management and boards of directors in determining the most appropriate financing structures for their projects
Post-financing, work with client management and boards of directors to determine optimal investment and interest rate hedging strategies and assisting with continuing disclosure/investor relations and credit rating surveillance
Produce and/or supervise credit analysis and the compilation of credit enhancement and rating agency packages
Assemble credit information into a concise, thorough narrative report
Produce high quality, accurate and insightful work while meeting short deadlines
Review and analyze legal contracts such as applications, commitments, and loan and bond documents
Interface with clients to obtain necessary documentation and appropriately manage the closing process with a variety of capital sources
Serve as a senior investment banker on the Sims banking team and solicit clients that can utilize the array of services offered by Sims
Assist in training and mentoring of associate team-members
Qualification
Required
Develop new business through direct interface with prospective clients, vendors, and associations
Make presentations to management and boards of prospective clients as well as at state and national association meetings and conventions
Accompany senior and associate bankers on business development and client meetings and attend association meetings, trade shows, and conventions
Read and evaluate financial statements
Understand, analyze, and communicate sector-specific operations issues
Coordinate the financing process with architects, contractors, market and financial feasibility consultants, lawyers, issuers and other professionals to facilitate the closing of the financings and the distribution of funds
Manage day-to-day aspects of the financing transaction process
Solicitation and negotiation of term sheets from commercial banks, as well as proposals from verification agents and trustees
Interface with rating agencies to secure investment grade ratings
Review legal documents to ensure appropriate delineation of key covenants and terms
Coordinating calls and information flow with working group and prospective investors
Draft pitch materials, RFP responses, information memoranda, and industry conference presentations
Prepare presentations to guide client management and boards of directors in determining the most appropriate financing structures for their projects
Post-financing, work with client management and boards of directors to determine optimal investment and interest rate hedging strategies and assisting with continuing disclosure/investor relations and credit rating surveillance
Produce and/or supervise credit analysis and the compilation of credit enhancement and rating agency packages
Assemble credit information into a concise, thorough narrative report
Produce high quality, accurate and insightful work while meeting short deadlines
Review and analyze legal contracts such as applications, commitments, and loan and bond documents
Interface with clients to obtain necessary documentation and appropriately manage the closing process with a variety of capital sources
Serve as a senior investment banker on the Sims banking team and solicit clients that can utilize the array of services offered by Sims
Assist in training and mentoring of associate team-members
Preferred
Minimum of ten years of experience in finance field
Experience structuring high-yield tax-exempt/municipal bond issues
Intermediate to advanced level of expertise in Excel
General working knowledge of Word, Outlook, PowerPoint, Microsoft Dynamics CRM
Certifications: Series SIE and 52 (or will obtain shortly after hire)
Able and willing to work increased hours, including some weekends as necessary
Willing to travel up to 25% of the average work week
Highest degree of integrity
Excellent oral and written communication skills
Strives for accuracy, precision, and efficiency
Excellent planning, organizational and interpersonal skills
Easily handles multiple projects at one time
Able to work independently as well as function in a team-oriented setting
Displays initiative and strong sense of personal motivation as well as responsibility
Willing to learn and perform any/all duties
Company
HJ Sims
HJ Sims is an investment banking company that offers asset management services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$5.4M2014-04-15Series Unknown· $5.4M
Leadership Team
Richard Cumiskey
Senior Vice President, Chief Compliance Officer
Lauren Finkbeiner
Director, People Operations, HR Business Partner
Recent News
2025-09-12
Birmingham Business Journal
2024-12-12
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