Associate II, Public Finance

About the role

The primary responsibility of this role is to provide comprehensive support to both the Issuance Specialist and CD Specialist through a variety of task-driven duties. The ideal candidate will demonstrate excellent time management skills and the ability to effectively balance and organize a dynamic workload. This role requires a high level of attention to detail to ensure all work products are accurate, thorough, and of the highest quality. The individual will act as a reliable partner, enabling the Issuance and CD Specialists to operate efficiently and meet deadlines.

Responsibilities

• Draft preliminary deal documents for Issuance Specialist, including: Distribution lists, Contracts, Closing Memorandum templates, Wire calculation forms
• Review legal documents related to bond sales to support the Issuance Specialist Deal Management (Minnesota And Iowa)
• Independently manage select bond transactions
• Collaborate with Analysts to communicate new issues with bond attorneys
• Ensure all statutory and regulatory requirements are met prior to bond sales
• Draft all preliminary documents associated with bond transactions
• Communication and Coordination: Serve as the primary liaison among attorneys, issuer, internal teams throughout the bond issuance process. Coordinate communication to facilitate a successful bond sale and closing.
• Closing Responsibilities: Calculate and confirm wire amounts for bond closings, Coordinate the execution of bond closing documents with legal counsel, Write and distribute the final closing memorandum to all relevant parties, Review all legal documents associated with the transaction, such as: Resolutions, Closing documents, Lease documents, Bond Purchase Agreements, Legal Opinions
• Facilitate and manage the bond closing on the designated closing date
• Post-Closing Responsibilities: Maintain accurate books and records related to the bond issue and ensure all parties have signed off
• CD Specialist Support: Support Analysts and Continuing Disclosure tasks by managing County Auditor Certificate requests, Communicate with counties to request required data, prepare letters/forms/draft emails, and file returned documents, Track responses, payments, and ensure invoices are submitted for processing, Take on invoice requests from Bankers and Issuance Specialist pertaining to the issuance of new bonds or professional services offered, Work with accounting to generate invoice, Email invoices to Closers, Bankers or directly to client, Proofread, format, and assemble reports, forms, and client-facing materials, Prepare and/or analyze complex financial reports, Serve as a point of contact for clients and colleagues, ensuring professional and timely communication, Perform general department organization, including updating databases, maintaining records, and supporting project workflows: MASTER Issuer Request Workbook (for CACs), Keeping Shared City/County Contact records up to date (outlook), Public Finance Fiscal Revenues (invoice tracking), MASTER DissemLog (for CD tracking), Salesforce entries

Requirements

• 2 + years of relevant experience in Public Finance
• Background in paralegal work
• Administrative support experience
• A strong foundation in understanding the complexities of the Issuance Specialist and CD Specialist roles
• Experience in efficient task management with attention to detail
• Ability to navigate regulatory or legal documentation related to the role
• 2+ years of experience involving document preparation, deal management, coordination between multiple parties, and management of financial and legal documentation

Qualifications

• Unrestricted work authorization and not requiring future sponsorship

Benefits

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

To obtain compensation and benefit information related to this specific role, e-mail First National at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20261169

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.

Equal Opportunity & Belonging

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.

Contact Information

To obtain compensation and benefit information related to this specific role, e-mail First National at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20261169