Purpose:
Manage the execution of municipal debt issuance to ensure compliance with federal and state laws.
Essential Job Functions:
- Maintain all correspondence and documents related to debt issues pursuant to company and compliance filing procedures
- Fulfill the responsibilities and activities identified in the Ehlers’ Business Practice Repository
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Document Support:
- Conduct research and analyze data for preparation of Official Statements and related supporting documents, including in-depth research of client’s outstanding debt
- Prepare closing reports based on final sales data, including final debt service payment schedules
- Serve as liaison between Municipal Advisors, clients, bond counsel and rating agencies, coordinating activities related to the debt issuance process
- Prepare requests for direct placements with local banks; leases; and state or federal loan programs, as applicable, and facilitate the completion of required closing documents
- Tax Increment Support: Collaborate with internal and external constituents to prepare tax increment financing plans and related supporting documents, including annual reports, timelines, and required legal documents, as needed
- Responsible to attend on-going training as needed to keep current and knowledgeable on all aspects of the job Perform other duties as required to fulfill the mission of the company
Education:
- 2-4-year degree in Finance, Accounting, Economics, Math or related, required
- Relevant work experience in place of a degree will be considered
Experience:
- 0-2 years’ experience or exposure to the municipal bond industry, preferred
Knowledge/Skills:
- Ability to fully understand the debt issuance financing processes
- Solid understanding of state, federal and jurisdictional requirements for all types of municipal financings for assigned issuers
- Aptitude and desire to learn state, federal and jurisdictional requirements along with municipal bond industry information, required
- Ability to analyze technical data and develop creative solutions
- Perform basic math functions accurately
- Excellent PC skills utilizing Microsoft Office and database programs
- Demonstrate exceptional attention to detail, care and accuracy in completing tasks
- Well-developed interpersonal skills that create and maintain positive relationships with clients and other professionals
- Clear and concise written and oral communication skills
- Prioritize tasks and organize work so that deadlines are met and essential work is completed
- Seek opportunities for continuous work improvements
- Recognize and pursue opportunities for professional development
Physical Demands:
- Perform stationary work 90% of the time using a computer and applicable office equipment
- Move about inside the office 10% of the time to access files, office equipment and communicate with colleagues
- 5% travel as needed to represent the company and department at seminars, client interviews, conferences, etc.
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