Location: Annapolis, MD or Charlotte, NC

Job Description:

This individual will serve as junior-level support to senior advisors within our firm.

• Proactive management of transactions and financial planning assignments of the firm
• Teaching and assisting juniors and peers
• 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

• Knowledge of DBC/Munex, financial modeling, credit analysis
• Minimum of three years of public finance (or comparable) industry experience
• Organized, proactive, detail oriented and accurate work style
• Quick learner with strong communication and teaching skills
• Advanced knowledge of Excel, Word, PowerPoint

Compensation:

• Salary depends on experience and 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