What are the responsibilities and job description for the Analyst / Associate - Public Finance, Municipal Advisor position at First Tryon Advisors?
First Tryon Advisors is an independent municipal advisory firm with a reputation for integrity, creativity, and trusted long-term client relationships. We serve a broad range of governmental entities and non-profit organizations in markets throughout the country.
We are seeking an entrepreneurial and hard-working individual to join the firm’s advisory teams in Annapolis, Maryland and Tampa, Florida. This is an ideal opportunity for a new college graduate or individual with 1-3 years of experience in finance. The candidate will serve as junior-level support to senior advisors within the firm.
Responsibilities
- Assisting with the planning and execution of the firm’s financings
- Performing bond calculations in Munex or DBC
- Formulating, building and utilizing the firm’s propriety Excel models
- Preparing presentations/proposals/letters/memos in PowerPoint and Word
- Developing an in-depth understanding of the municipal bond 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
- Bachelor's degree in business, finance, public administration or related field
- Exceptional work ethic, self-motivated, detail-oriented, and a quick learner
- Excellent interpersonal and communication skills (verbal, written, and active listening)
- Advanced knowledge of Excel, Word, PowerPoint
- The candidate will be trained to perform mathematical calculations related to the firm’s municipal bond business using industry standard software from DBC, Munex and Adaje
- Claude and other AI experience a plus
- Series 50 a plus
Compensation
- Competitive base salary based on unique 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
To be considered for this position, please email your resume and cover letter to Chris Wienk (cwienk@firsttryon.com) and Robert Ryan (rryan@firsttryon.com).