Associate, Banking
Core
Investment banking associate providing services to public sector, housing, not-for-profit healthcare, and tax-exempt structured finance issuers in the US.
Role type
Associate, Investment Banking (Fixed Income)
Builds
Live transactions, rating agency/investor roadshow materials, sales memoranda, product pitches, and debt financing structures.
Domain
US Public Finance / Fixed Income
Required skills
Excel, DBC Finance, EMMA, IPREO, SDC Platinum, refunding analysis, cash flow modeling, financial statement interpretation, RFP drafting, ratings presentation preparation, MSRB compliance.
Preferred skills
N/A
Technologies
DBC Finance, EMMA, IPREO, SDC Platinum
Responsibilities
Prepare and execute live transactions including crafting rating agency and investor roadshow materials; perform cash flow analyses to evaluate debt financing alternatives; monitor debt portfolios for refinancing or restructuring opportunities; research and analyze market data to share insights with clients; field and respond to client inquiries including travel for meetings; collaborate with underwriting desks and quantitative teams on deal structuring and pricing; manage closing processes ensuring MSRB regulatory compliance.
Seniority
Associate (2 years experience)
