FNBO
Public Finance Investment Banking Analyst
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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. 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/sector, 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 analytic support, offering document creation and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how they 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 prompt 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 relationships 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
Compliance
Ongoing 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)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all accountabilities listed above specifically related to Anti‑Money Laundering and the USA Patriot Act
Professional Development
Research, identify and recommend in‑depth / comprehensive / detailed training and learning opportunities for self based on an 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
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 detail‑oriented
Proficient in MS Office suite
Strong communications/presentation skills
Achieve or maintain Series 50, 52, 63, SIE exam/licenses
Salary Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Compensation Compensation range (base pay): $62,047.00‑$102,377.00
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.
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 Learn more about our benefits here: https://www.fnbo.com/careers/benefits/.
Equal Opportunity & Belonging Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
We believe 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.
Northland follows federal law regarding the use of marijuana (this applies to all non‑California applicants).
Registration Requirement 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.
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.
Job number: R-20251800
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales; Industry: Banking
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Get AI-powered advice on this job and more exclusive features.
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. 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/sector, 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 analytic support, offering document creation and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how they 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 prompt 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 relationships 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
Compliance
Ongoing 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)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all accountabilities listed above specifically related to Anti‑Money Laundering and the USA Patriot Act
Professional Development
Research, identify and recommend in‑depth / comprehensive / detailed training and learning opportunities for self based on an 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
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 detail‑oriented
Proficient in MS Office suite
Strong communications/presentation skills
Achieve or maintain Series 50, 52, 63, SIE exam/licenses
Salary Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Compensation Compensation range (base pay): $62,047.00‑$102,377.00
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.
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 Learn more about our benefits here: https://www.fnbo.com/careers/benefits/.
Equal Opportunity & Belonging Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
We believe 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.
Northland follows federal law regarding the use of marijuana (this applies to all non‑California applicants).
Registration Requirement 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.
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.
Job number: R-20251800
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales; Industry: Banking
#J-18808-Ljbffr