Investment Banker Associate

About the role

HilltopSecurities is seeking an Associate to join its Higher Education & Nonprofit Advisory practice in the New York office. This position will primarily support colleges, universities, academic medical centers, foundations, and other nonprofit organizations with strategic financial advisory services, capital planning, debt management, and public finance transactions.

Responsibilities

• Work with senior advisors and investment bankers to evaluate the financial position, capital plans, and financing needs of higher education and nonprofit clients.
• Aid in the structuring and execution of tax-exempt and taxable debt financings, including new money, refunding, and restructuring transactions.
• Perform financial analysis, debt modeling, capital planning assessments, and other quantitative analyses using spreadsheet and industry-specific software packages.
• Analyze institutional operating performance, balance sheet strength, enrollment, fundraising, endowment, and other key financial and operating metrics.
• Prepare financial advisory recommendations, proposals, and presentations for current and prospective clients.
• Support client relationship management and business development efforts, including participation in client meetings, presentations to governing boards and rating agencies, and industry conferences.
• Maintain awareness of developments in higher education, nonprofit finance, municipal markets, and credit trends affecting clients.

Qualifications

• Undergraduate degree in Finance, Economics, Accounting, Business, Mathematics, Engineering, Public Policy, or a related field.
• 3–5 years of experience in public finance, higher education finance, nonprofit finance, investment banking, financial advisory, consulting, or a related analytical field preferred.
• Demonstrated interest in higher education, nonprofit organizations, public finance, and capital markets.
• Strong financial analysis, quantitative, and problem-solving skills.
• Excellent written and verbal communication skills, with strong attention to detail.
• Proficiency in Excel, Word, and PowerPoint; municipal finance and debt modeling experience is a plus.
• Ability to manage multiple projects, build effective client relationships, and work collaboratively in a team-oriented environment.
• Demonstrated professionalism, sound judgment, and a commitment to integrity and client service.

About Us

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

About The Team

With 75 years in the financial industry, HilltopSecurities’ Public Finance department stands among the best firms nationwide, ranking second in municipal advisories in the country. Our team of over 200 professionals develop over 1,100 financings each year on average. As part of HilltopSecurities’ Public Finance department, you have the opportunity to support public entities’ financing efforts across a variety of sectors such as toll roads, airports, hotels, higher education, health care, and more, in addition to public-private partnerships. You are given the responsibility to analyze and structure deals for clients across all sectors. Our use of industry-specific software packages allows us to conduct extensive financial analysis and present proposals and detailed presentations to our clients. We work to better the lives of those around us, and we start with those who trust us with moving our communities forward. We are dedicated to serving the public and are proud to work with clients across the country.