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Northland Securities, Inc. · 4 hours ago

Job Posting Title Public Finance Investment Banking Analyst

Overland Park, KS - College - Mn Br

Full-time

Hybrid

Mid Level

$100K/yr - $150K/yr

3+ years exp

Northland Securities, Inc. is committed to the success of its employees and is looking for a Public Finance Investment Banking Analyst. The role involves serving as the lead analyst in the Public Finance investment banking group, focusing on deal analytics, compliance with regulations, and supporting business development activities.

Consulting

Diversity & Inclusion

No H1B

Responsibilities

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

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

Qualification

Public Finance expertiseAnalytical skillsFinancial modelingMS Office proficiencyCommunication skillsPresentation skillsEthical conductProactive attitudeRegulatory complianceClient engagementDetail-orientedTeam collaborationProblem-solvingTime managementAdaptabilityContinuous learningRelationship building

Required

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

This position requires Financial Industry Regulatory Authority (FINRA) registration

Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards

Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results