Investment Banker
Company | SWBC |
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Location | San Antonio, TX, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior |
Requirements
- Bachelor’s degree in Finance, Accounting, Business Management, Economics, Math or related field of study from an accredited four-year college or university.
- Minimum of five (5) years of experience in investment banking, capital markets, or sales/trading or experience at a public finance company.
- Strong analytical skills, both qualitative and quantitative.
- Highly organized, detail-oriented, and proactive
- Excellent presentation skills.
- Excellent verbal and written communication skills.
- Proficient knowledge of the applicable laws, rulings, and regulations pertaining to municipal finance.
- General understanding of the bond and investment banking industry.
- Solid relationship sales experience.
- Demonstrated ability to network in community, grow new business and develop sales.
- Ability to travel locally or nationally.
- Possess one of the following licenses: Series 7 and 63, and or 52
- Able to sit for long periods of time performing sedentary activities.
Responsibilities
- Prepares written proposals and pitch books, make presentations to prospective and existing client base, and manages negotiated underwritings and private placements.
- Prepares credit and bond sizing analysis for prospective transactions, manages rating presentations and coordinates work flow through negotiation and settlement of transactions.
- Works with key personnel to identify marketing opportunities.
- Achieves performance metrics, customer retention goals, and new business revenue targets.
- Performs all other duties as assigned.
Preferred Qualifications
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No preferred qualifications provided.