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Northland Securities

Associate II Public Finance at Northland Securities

Northland Securities Omaha, NE

Job Description

At Northland our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.Summary of the Job: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.The ideal candidate will have relevant experience in Public Finance paralegal work and administrative support. This background will provide a strong foundation for understanding the complexities of the Issuance Specialist and CD Specialist roles. Experience in these areas will contribute to efficient task management attention to detail and the ability to navigate regulatory or legal documentation related to the role.About This Role:Issuance Specialist SupportDocument Preparation and Review:Draft preliminary deal documents for Issuance Specialist including:Distribution listsContractsClosing Memorandum templatesWire calculation formsReview legal documents related to bond sales to support the Issuance SpecialistDeal 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:ResolutionsClosing documentsLease documentsBond Purchase AgreementsLegal OpinionsFacilitate 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 offCD Specialist SupportSupport 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.Working with accounting to generate invoiceEmailing invoices to Closers Bankers or directly to client.Proofread format and assemble reports forms and client-facing materials.Preparing and/or analyzing complex financial reportsServe 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 entriesThe Ideal Candidate for This Role: 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.Candidates must possess unrestricted work authorization and not require future sponsorship.Compensation:Compensation range (base pay): $62047.00-$102377.00This role may have a specific starting pay within this range.Final compensation offer to candidate may vary from posted hiring range based upon work experience education and/or skill level.Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation mentorship and a vibrant culture where ideas flow freely and relationships flourish. As part of our team youll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.Benefits Overview: 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 Insurance401k With Matching ContributionsTime Off ProgramsHealth Savings Account (HSA)/Dependent CareEmployee BankingGrowth OpportunitiesTuition AssistanceShort-Term/Long-Term Disability InsuranceLearn more about our benefits here: additional information regarding compensation and benefits e-mail First National at . To ensure you receive a response include the number of this job (listed below) in the subject line of your message.Job number: R-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 selvesno matter their role or where they are in their journey.Learn more here.Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.Click here to download EEO is The Law Self-Print PosterClick here to download EEO is The Law Supplement for Federal ContractorsClick here to download EEO is The Law GINA SupplementNorthland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDICNorthland follows federal law regarding the use of marijuana (this applies to all non-California applicants)Application Deadline:All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.Required Experience:IC Key Skills Financial Services,Financial Concepts,Accounting,Corporate Finance,Analysis Skills,Securities Law,Investment Banking,Microsoft Excel,Private equity,Financial Analysis,Financial Modeling,Financial Planning Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 62047 - 102377

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