Analyst, Investment Banking (Public Finance)

“We invest across industries in both established and growth-oriented businesses across the globe.”

Thomas Monroe, Chief Investment Officer

“They play a vital role in helping companies realize their growth potential. They uncover and unlock value by identifying great companies with untapped potential and enhancing their performance.”

James Vaughn, Director, U.S Capital Markets. H.G van Baal & Co N.V

“At FinanceNorth, we believe They can create the longest-lasting value and growth if They invest deeply in our people and our clients.

Kirsten Martin, Chief Financial Officer

The objective of this position is to provide support to senior bankers and associates on all aspects of business development and deal acquisition. This includes, but is not limited to, ongoing client coverage, relationship management, deal management and execution and revenue generation.

Department: Investment Banking
Project Location(s): New York, NY
Education: Bachelor’s Degree

Duties and Responsibilities

  • Update, create and review debt profiles for target clients
  • Prepare client memos and presentation materials
  • Act as project manager for request for proposals:
    • Prepare non‐finance plan responses
    • Coordinate with other departments to get necessary information
    • Draft finance plan for RFPs
  • Provide analytical support on all senior managed and co‐managed financings, including:
    • Read and provide comments to documents
    • Draft rating agency/investor presentations, as required,
    • Coordinate and interact with the underwriting team
    • Communicate with other members of the financing team
    • Assist with due diligence and compliance
  • Facilitate, attend, and participate in meetings and conference calls
  • Complete and distribute internal deal related forms (i.e. sales memo, profit & loss statements)
  • Maintain client files
  • Alert team to financing opportunities and take action as appropriate
  • Keep management team aware of relevant news regarding ongoing client coverage and relationship management
  • Additional duties may be assigned


  • Bachelor’s degree from a four-year college/university or equivalent combination of education and experience.
  • Bachelor’s degree and/or coursework in Economics, Finance, Business, Mathematics, Engineering or any science is preferred
  • Previous work experience within the investment banking industry in Capital Markets or Public Finance is preferred
  • Quantitative skills
  • Effective project management skills
  • Proficiency with Microsoft Office (Excel, PowerPoint, Word, etc.)
  • Previous experience working in a team-based environment
  • Strong communication skills (verbal, written and active listening)
  • Detail-oriented and results driven
  • Ability and willingness to think through problems / critical thinking skills
  • Excellent quantitative, qualitative and research skills
  • Strong work ethic
  • Self-motivated and confident; ability to work with minimal supervision
  • Strong customer service and relationship building skills
  • Ability to exercise discretion in handling confidential information
  • Ability to work with all levels of employees and clients
  • Willingness to work outside of a 9:00 am to 5:00 pm schedule and on weekends

Candidate will be required to successfully complete the Securities Industry Essentials (SIE) exam, the Municipal Securities Representative exam (Series 52), the Uniform Securities Agent State Law exam (Series 63) and the Investment Banking Representative exam (Series 79). Accordingly, candidate will have thirty (30) days from the date of hire to pass the SIE exam, and sixty (60) days thereafter to pass the Series 52 exam. Candidate will have nine (9) months from the date of hire to pass the Series 63 and Series 79 exams