Director/Managing Director – Public Finance Senior Advisor

Position Overview

Location: Charlotte, NC or Annapolis, MD or Remote
This individual will serve as a senior advisor within our firm.

Key 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

Required 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

Benefits & Perks

• 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)