First Tryon
Remote
2022-03-22
Director/Managing Director – Public Finance Senior Advisor
First Tryon Advisors is a municipal financial advisory practice that provides independent financial and planning advice to colleges/universities, private K-12 schools, not-for-profits, hospitals, counties, cities, school districts, and utility systems. We assist clients in the development and implementation of long-term financial and strategic plans and the execution of the various financings which fund their capital projects (such as new facilities and municipal infrastructures).
Location: Charlotte, NC or Annapolis, MD or Remote
Job Description: This individual will serve as a senior advisor within our firm.
Responsibilities:
- Marketing to and earning the business of prospective clients
- Leading client relationships
- Directing the client/deal process
- Assigning deal work, proposals, presentations to junior bankers
- Teaching and directing junior bankers
- Directing the preparation of expert quality presentations/proposals/letters/memos
- Sharing ideas and useful information with colleagues
- Formulating insightful financial analyses in DBC (delegated)
- Oversight of pricing process and analysis
- Ability to direct creation of FTA’s propriety Excel models (capital planning, pricing)
- Demonstrating an in-depth understanding of the municipal industry
- Providing meaningful feedback to offering and bond documents and knowledge of what they should contain
- Understanding and following industry regulations
- Public speaking and conference attendance
Qualifications:
- Organized, proactive, detail oriented and accurate work style
- Strong communication and teaching skills
- Knowledge of Excel, Word, PowerPoint, Teams
- Ability to direct juniors in DBC, financial modeling, credit analysis
- Expert knowledge of the public finance industry
Compensation:
- Salary depends upon experience and qualifications
- Opportunity to earn year-end incentive compensation
- Benefits package including medical, dental, vision, 401(k) and life insurance
- Paid holidays
- Flexible time off (with manager approval)
Equal Opportunity Employer:
First Tryon Advisors is an equal opportunity employer. We do not discriminate on the basis of age, race, gender, sexual orientation, gender identity, religion, national origin, disability, or any other non-merit factor in our employment practices such as hiring, promotion, termination, layoffs, training and internships. Our hiring decisions are based upon merit, qualifications, and our business needs.
please email your resume, recommendations and cover letter to: kdrummond@firsttryon.com.