ANALYST/ASSOCIATE - PUBLIC FINANCE - CHARLOTTE

Company: First Tryon Advisors
Location: Charlotte
Posted on: October 5, 2024

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
      

Keywords: First Tryon Advisors, Burlington , ANALYST/ASSOCIATE - PUBLIC FINANCE - CHARLOTTE, Accounting, Auditing , Charlotte, North Carolina