Managing Director, Public Finance

Boutique Recruiting

$250K *
Wayne, PA 19087In-Person
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of experience in public finance, municipal bond investment banking, or financial advisory
  • Bachelor's degree in accounting, finance, or a related field
  • Proven track record in business origination and client acquisition
  • Strong knowledge of public finance and municipal bond investment dynamics
  • Proficient in Microsoft Excel and PowerPoint
  • Series 50 license; must obtain if not currently held

Responsibilities

  • Prospect and develop new business opportunities
  • Execute deals from initial structuring through to closing
  • Lead financing teams in financial plan analysis, documentation, and negotiations
  • Collaborate with support staff to create financial models addressing client needs
  • Prepare correspondence and presentations with advisors and team members
  • Respond to formal solicitations from potential clients
  • Gather and analyze market data for transactions
  • Coordinate with professionals (lawyers, accountants, etc.) during the deal process

Benefits

  • Comprehensive medical benefits covering families with a high-end PPO
  • 401K with a 4% match on up to 4% of salary
  • Immediate access to two weeks of paid time off
  • Recognition of standard national and bond market holidays
Full Job Description
Position Title: Managing Director, Public Finance

An established financial advisory firm is seeking a Managing Director of Public Finance to enhance its team. This role presents a significant opportunity for an experienced financial advisor to leverage their skills in the not-for-profit sector, particularly within healthcare and higher education. The ideal candidate will engage in business origination and deal execution, contributing to the firm's growth and success. The position demands a proactive approach and a strong understanding of public finance dynamics. Candidates should be prepared to navigate a collaborative and performance-driven environment that fosters professional advancement.

Salary Range: $250,000 / Year DOE

Responsibilities:
  • Business prospecting, origination, and development
  • Deal execution from structuring to closing
  • Lead financing teams through plan of finance analysis and development, document drafting and negotiation, and execution
  • Work with support staff to develop financial models and related analyses based on client financing needs
  • Prepare correspondence, marketing information, and presentations with other advisors and associates
  • Organize responses to formal solicitations by potential clients, where applicable
  • Direct research and compilation of market data relating to prior or future transactions
  • Coordinate calls with lawyers, accountants, rating agencies, insurers, and other professionals to coordinate the deal process
  • Perform other duties and special projects as necessary

Requirements:
  • A minimum of eight years of public finance, municipal bond investment banking, or financial advisory work experience
  • Bachelor's degree in accounting, finance, or a related field is required
  • Experience originating business and new clients is required
  • Good understanding of public finance and municipal bond investment banking is required
  • Fluency in Microsoft Excel and other Microsoft applications, including PowerPoint, is required
  • A Series 50 license is required; if not already licensed, must be willing to obtain the appropriate licenses within three months from the date of employment

Benefits:
  • 100% medical benefits with a high-end PPO, covering family
  • 401K plan with a 4% match up to 4% of compensation
  • Two weeks of PTO immediately available
  • Standard national holidays and bond market holidays observed

If you are a Managing Director of Public Finance looking to take the next step in your career, apply now! #LI-RB1

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