Managing Director, Public Finance jobs in United States
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FNBO · 6 hours ago

Managing Director, Public Finance

FNBO is committed to the success of its employees and is seeking a Managing Director in Public Finance. This role involves managing client relationships, generating new business, and executing municipal bond transactions while providing market insights and advisory services.

AccountingBankingFinanceFinancial ServicesMortgage
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Responsibilities

Develop and maintain relationships with municipal issuers, including cities, counties, school districts, and other public entities
Serve as primary contact for existing clients while actively pursuing new business opportunities
Build trust with government officials, finance directors, and municipal advisors
Generate new public finance business through prospecting and relationship building
Prepare and deliver presentations and proposals to municipal clients, municipal advisors and related entities
Negotiate deal terms and pricing with issuers and underwriting syndicates
Meet annual production targets and revenue goals
Structure municipal bond transactions (general obligation, revenue bonds, tax increment financing)
Coordinate with internal teams including analysts, traders, research, compliance, and operations
Manage deal timelines from mandate through closing
Prepare offering documents and disclosure materials
Provide market insights and financing alternatives to municipal clients
Analyze credit fundamentals and municipal financial statements
Stay current on regulatory changes affecting public finance (MSRB rules, SEC regulations)
Monitor interest rate environments and market conditions
Annual revenue production targets
New client acquisition goals
Transaction volume and market share growth
Client retention and satisfaction scores
Participation in competitive deal wins

Qualification

Public finance expertiseClient relationship managementBusiness developmentFinancial modelingMunexAdvanced Excel skillsMunicipal credit analysisSeries 52 licenseSeries 63 licenseTeam coordinationCommunication skills

Required

Proficiency in Munex and/or DBC, Bloomberg, and municipal market databases
Advanced Excel and PowerPoint skills
Understanding of municipal bond math and yield calculations
Familiarity with rating agency criteria and processes
Series 52 and 63 securities licenses (or ability to obtain)
3-5+ years of public finance or municipal banking experience
Proven track record of client relationship management and business development
Strong financial modeling and analytical capabilities
Excellent written and verbal communication skills
Knowledge of municipal credit analysis and bond structures
Candidates must possess unrestricted work authorization and not require future sponsorship
This position requires Financial Industry Regulatory Authority (FINRA) registration

Preferred

Series 53 (Municipal Securities Principal)
Bachelor's degree in Finance, Economics, or related field
Advanced degree (MBA, MPA)

Benefits

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

Company

FNBO is a financial organization that offers digital banking and accounting service and products for business and personal commercial needs.

Funding

Current Stage
Late Stage

Leadership Team

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Matt Spyers
Chief Technology Officer
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Chris Inserra
CFO - Enterprise Technology Services
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Company data provided by crunchbase