Public Finance – Investment Banking Associate Full Time

Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for experienced Investment Banking Associates to join its Infrastructure and Public team and work hybrid (4 days in-office) from its Austin, TX office. At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions. Investment Banking Associates provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector.

SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland. SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live. We have a 25+ year track record built on integrity, experience and results.

Primary Responsibilities:

Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc.
Prepare graphical representations or various debt statistics
Compile municipal issuers’ historical financial information from public documents
Prepare and maintain databases on client debt
Analyze historical debt issuance and debt affordability
Performing financial modeling and cash flow analyses to evaluate debt financing alternatives
Participating in active transactions
Participate in presentations to clients, as needed
Format, print and bind of professional-looking documents for meetings
Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures
Qualifications:

B.S. or B.A. in finance, economics, public administration or related fields is preferred
SIE, Series 52 & 63 licenses required or must be obtained within 60 days of date of hire
Relevant experience working in the public finance sector and/or familiarity with municipal debt instruments are extremely strong positives
Excellent analytical and quantitative skills are a must and a good understanding of financial markets is expected
Advanced user of Microsoft Excel, PowerPoint, and Word
Ability to use Bloomberg and other finance industry statistical and structuring tools (WhatsBest!, DBC Finance and SDC); the ability to multitask efficiently across all these software platforms with prompt turnovers to bankers and clients is essential
Highly self-motivated, well-organized, and willing to work long hours when needed
Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented
Demonstrated attention to detail with the highest standards of diligence in work product are essential to success
Strong written and verbal communication skills and professional presence with clients are required