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ANALYST/ASSOCIATE - PUBLIC FINANCE - CHARLOTTE

Company: First Tryon Advisors
Location: Charlotte
Posted on: October 30, 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, Greensboro , ANALYST/ASSOCIATE - PUBLIC FINANCE - CHARLOTTE, Accounting, Auditing , Charlotte, North Carolina

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