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Investment Banker

Investment Banker

CompanySWBC
LocationSan Antonio, TX, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

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

    No preferred qualifications provided.