Analyst/Associate - Public Finance - Charlotte at First Tryon Advisors in Charlotte, North Carolina

Posted in Other about 6 hours ago.

Type: full-time





Job Description:

Job Description:

This individual will serve as junior-level support to senior advisors within our firm.

Responsibilities:
  • Assistance with the planning and execution of the firm's financings management of deal and pricing process
  • Preparation of presentations/proposals/letters/memos in PowerPoint and Word
  • Sharing ideas and useful information with colleagues
  • Performing bond calculations in Munex or DBC
  • Formulating, building and utilizing FTA's propriety Excel models
  • Developing an in-depth understanding of the municipal industry
  • Regular and professional interaction with clients (both in-person and via Teams or Zoom)
  • Understanding and following industry regulations
  • Maintaining records in DealCloud in collaboration with senior advisors

Qualifications:
  • Organized, proactive, detail oriented and accurate work style
  • Quick learner with strong communication
  • Advanced knowledge of Excel, Word, PowerPoint

Compensation:
  • Salary depends on qualifications
  • Opportunity to earn year-end incentive compensation
  • Benefits package including medical, dental, vision, 401(k) and life insurance
  • Paid holidays and flexible time off

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