CareerPlan

Fixed Income Division – Associate, Public Finance Investment Banking (New York or Los Angeles or San Francisco)

New York, New York, United States of AmericaFull-time$150k–$200k2026-09-09 → 2026-10-24

Core

Provide investment banking services to public sector entities, housing, not-for-profit healthcare, and tax-exempt structured finance groups by planning financial strategies, structuring offerings, and executing transactions.

Role type

Associate, Public Finance Investment Banking

Builds

Tax-exempt and taxable offerings, derivative solutions, and debt financing structures for public organizations

Domain

Public Finance / Municipal Securities / Investment Banking

Required skills

Public finance banking experience, Financial advisory services experience, Cash flow analysis, Credit modeling, Peer credit analysis, Debt capacity analysis, Market data research, Client inquiry management

Preferred skills

Advanced MS Excel, DBC software

Responsibilities

Prepare and execute live transactions including crafting rating agency materials and investor roadshows, Prepare marketing materials and product pitches, Perform cash flow analyses to evaluate debt financing alternatives, Update credit models and conduct peer credit analysis, Monitor debt portfolios for refinancing or restructuring opportunities, Conduct debt capacity and affordability analysis, Research and analyze market data to share insights with clients, Field and respond to client inquiries including travel for meetings

Seniority

Associate, early-career IC