Public Finance Banker

About the role

The Public Finance Banker role presents a unique opportunity for individuals passionate about public finance to make a significant impact in municipal finance. The Public Finance Banker will play a crucial role in originating and maintaining relationships with issuers, focusing on state and local government entities. Candidates should possess a strong background in financing and an established network within California. The position demands persistence and a proactive approach to client engagement, as building trust and rapport with municipalities is essential for success. This is an excellent opportunity for candidates looking to leverage their connections and expertise in a dynamic environment.

Responsibilities

• Analyze overall debt structures and develop financing solutions for various municipal entities
• Generate innovative ideas for financing initiatives
• Collaborate with associates to create compelling presentations for potential clients
• Engage with prospective clients to pitch services and secure investments
• Leverage existing relationships with issuers to facilitate new business opportunities
• Manage the trading of bonds on behalf of clients

Requirements

• 2-3+ years of experience in municipal public finance banking
• Established relationships and a solid financing background within California
• Possession of Series 7, 52, 53, and 24 (or equivalent licenses)
• Strong networking and relationship-building skills
• Ability to work aggressively and persistently in a competitive environment
• Experience in sales or client-facing roles is preferred

Benefits

• Comprehensive medical plan options, including PPO and HSA
• 100% of medical premiums covered for employees and their families
• 401(k) plan with a safe harbor match
• Up to 15 days of vacation per year, increasing with tenure
• Paid sick leave of up to 40 hours per year