Job Description

Job Description

Description

• Develop new business through direct interface with prospective clients, vendors, and associations.
• Make presentations to management and boards of prospective clients as well as at state and national association meetings and conventions.
• Accompany senior and associate bankers on business development and client meetings and attend association meetings, trade shows, and conventions.
• Read and evaluate financial statements.
• Understand, analyze, and communicate sector-specific operations issues.
• Coordinate the financing process with architects, contractors, market and financial feasibility consultants, lawyers, issuers and other professionals to facilitate the closing of the financings and the distribution of funds
• Manage day-to-day aspects of the financing transaction process
• Solicitation and negotiation of term sheets from commercial banks, as well as proposals from verification agents and trustees
• Interface with rating agencies to secure investment grade ratings
• Review legal documents to ensure appropriate delineation of key covenants and terms
• Coordinating calls and information flow with working group and prospective investors
• Draft pitch materials, RFP responses, information memoranda, and industry conference presentations
• Prepare presentations to guide client management and boards of directors in determining the most appropriate financing structures for their projects
• Post-financing, work with client management and boards of directors to determine optimal investment and interest rate hedging strategies and assisting with continuing disclosure/investor relations and credit rating surveillance
• Produce and/or supervise credit analysis and the compilation of credit enhancement and rating agency packages.
• Assemble credit information into a concise, thorough narrative report.
• Produce high quality, accurate and insightful work while meeting short deadlines.
• Review and analyze legal contracts such as applications, commitments, and loan and bond documents.
• Interface with clients to obtain necessary documentation and appropriately manage the closing process with a variety of capital sources.
• Serve as a senior investment banker on the Sims banking team and solicit clients that can utilize the array of services offered by Sims.
• Assist in training and mentoring of associate team-members

Requirements

Preferred Experience:

• Minimum of ten years of experience in finance field.
• Experience structuring high-yield tax-exempt/municipal bond issues.
• Intermediate to advanced level of expertise in Excel.
• General working knowledge of Word, Outlook, PowerPoint, Microsoft Dynamics CRM.
• Certifications: Series SIE and 52 (or will obtain shortly after hire).

Desired Qualities

• Able and willing to work increased hours, including some weekends as necessary.
• Willing to travel up to 25% of the average work week.
• Highest degree of integrity.
• Excellent oral and written communication skills.
• Strives for accuracy, precision, and efficiency.
• Excellent planning, organizational and interpersonal skills.
• Easily handles multiple projects at one time.
• Able to work independently as well as function in a team-oriented setting.
• Displays initiative and strong sense of personal motivation as well as responsibility.
• Willing to learn and perform any/all duties.

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