Associate, Banking
Core
Investment banking Associate supporting public sector, housing, not-for-profit healthcare, and tax-exempt structured finance groups in executing live transactions, preparing pitches, and analyzing debt financing.
Role type
Associate, Investment Banking (Fixed Income)
Builds
Investment banking transactions for public sector and tax-exempt issuers
Domain
Financial Services / Fixed Income / Municipal Finance
Required skills
Excel, DBC Finance, Word, PowerPoint, EMMA, IPREO, SDC Platinum, refunding analysis, cash flow analysis, credit modeling, financial statement interpretation, RFP drafting, ratings presentations, MSRB compliance
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 and identify refinancing opportunities; Research and analyze market data to share insights with clients; Field and respond to client inquiries including travel for meetings; Collaborate with underwriting desk and quantitative teams on deal structuring and pricing; Ensure compliance with MSRB regulatory requirements during closing processes.
Seniority
Associate (2 years experience)
