What are the responsibilities and job description for the Vice President - 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 team in Annapolis, Maryland. This is an ideal opportunity for an individual with 3-7 years of experience in finance. The candidate will serve as junior-level support to senior advisors within the firm.
Responsibilities
- Proactive management of transactions and financial planning assignments of the firm
- Teaching and assisting juniors and peers
- Preparing presentations/proposals/letters/memos in PowerPoint and Word
- Sharing ideas and useful information with colleagues
- Performing bond calculations in Munex, DBC and Adaje
- Formulating, building and utilizing the firm’s propriety Excel models
- 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
- Learning and maintaining the firm’s customer relationship management software
Qualifications
- Minimum of three years of public finance (or comparable) industry experience
- Knowledge of financial modeling and credit analysis
- Organized, proactive, detail oriented and accurate work style
- Quick learner with strong communication and teaching skills
- 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 or 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).