Job Description
Location: Charlotte, NC or Annapolis, MD or Remote
Job Description:
This individual will serve as a senior advisor within our firm.
- Responsibilities:
- Marketing to and earning the business of prospective clients
- Leading client relationships
- Directing the client/deal process
- Assigning deal work, proposals, presentations to junior bankers
- Teaching and directing junior bankers
- Directing the preparation of expert quality presentations/proposals/letters/memos
- Sharing ideas and useful information with colleagues
- Formulating insightful financial analyses in DBC (delegated)
- Oversight of pricing process and analysis
- Ability to direct creation of FTA’s propriety Excel models (capital planning, pricing)
- Demonstrating an in-depth understanding of the municipal industry
- Providing meaningful feedback to offering and bond documents and knowledge of what they should contain
- Understanding and following industry regulations
- Public speaking and conference attendance
- Qualifications:
- Organized, proactive, detail oriented and accurate work style
- Strong communication and teaching skills
- Knowledge of Excel, Word, PowerPoint, Teams
- Ability to direct juniors in DBC, financial modeling, credit analysis
- Expert knowledge of the public finance industry
- Compensation:
- Salary depends upon experience and qualifications
- Opportunity to earn year-end incentive compensation
- Benefits package including medical, dental, vision, 401(k) and life insurance
- Paid holidays
- Flexible time off (with manager approval)
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