Associate I, Public Finance

Minneapolis, MN - USA

Monthly Salary: $ 60000 - 75000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

At Northland our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.

Summary of the Job:

The primary responsibility of this role is to provide comprehensive support to both the Issuance Specialist and CD Specialist through a variety of task-driven duties. The ideal candidate will demonstrate excellent time management skills and the ability to effectively balance and organize a dynamic workload. This role requires a high level of attention to detail to ensure all work products are accurate thorough and of the highest quality. The individual will act as a reliable partner enabling the Issuance and CD Specialists to operate efficiently and meet deadlines.
The ideal candidate will have relevant experience in Public Finance paralegal work and administrative support. This background will provide a strong foundation for understanding the complexities of the Issuance Specialist and CD Specialist roles. Experience in these areas will contribute to efficient task management attention to detail and the ability to navigate regulatory or legal documentation related to the role.

About This Role:

Primary tasks include:

Issuance Specialist Support

Document Preparation and Review:

Draft preliminary deal documents for Issuance Specialist including:
- Distribution lists
- Contracts
- Closing Memorandum templates
- Wire calculation forms
Review legal documents related to bond sales to support the Issuance Specialist

Deal Management (Minnesota and Iowa):

Independently manage select bond transactions.
Collaborate with Analysts to communicate new issues with bond attorneys.
Ensure all statutory and regulatory requirements are met prior to bond sales.
Draft all preliminary documents associated with bond transactions.

Communication and Coordination:

Serve as the primary liaison among attorneys issuer internal teams throughout the bond issuance process.
Coordinate communication to facilitate a successful bond sale and closing.

Closing Responsibilities:

Calculate and confirm wire amounts for bond closings.
Coordinate the execution of bond closing documents with legal counsel.
Write and distribute the final closing memorandum to all relevant parties.
Review all legal documents associated with the transaction such as:
- Resolutions
- Closing documents
- Lease documents
- Bond Purchase Agreements
- Legal Opinions
Facilitate and manage the bond closing on the designated closing date.

Post-Closing Responsibilities:

Maintain accurate books and records related to the bond issue and ensure all parties have signed off

CD Specialist Support

Support Analysts and Continuing Disclosure tasks by managing County Auditor Certificate requests:
- Communicate with counties to request required data prepare letters/forms/draft emails and file returned documents.
- Track responses payments and ensure invoices are submitted for processing.
Take on invoice requests from Bankers and Issuance Specialist pertaining to the issuance of new bonds or professional services offered.
- Working with accounting to generate invoice
- Emailing invoices to Closers Bankers or directly to client.
Proofread format and assemble reports forms and client-facing materials.
- Preparing and/or analyzing complex financial reports
Serve as a point of contact for clients and colleagues ensuring professional and timely communication.
Perform general department organization including updating databases maintaining records and supporting project workflows:
- MASTER Issuer Request Workbook (for CACs)
- Keeping Shared City/County Contact records up to date (outlook)
- Public Finance Fiscal Revenues (invoice tracking)
- MASTER DissemLog (for CD tracking)
- Salesforce entries
#IND123

The Ideal Candidate for This Role:

2 years of relevant experience in Public Finance

Background in paralegal work

Administrative support experience

A strong foundation in understanding the complexities of the Issuance Specialist and CD Specialist roles.

Experience in efficient task management with attention to detail.

Ability to navigate regulatory or legal documentation related to the role.

2 years of experience involving document preparation deal management coordination between multiple parties and management of financial and legal documentation.

Salary Range: $60000-$75000

Candidates must possess unrestricted work authorization and not require future sponsorship.

Work Environment:

This position is open to remote candidates reflecting our commitment to attracting exceptional talent regardless of geography. Weve designed a flexible work arrangement that adapts to your geographic location. For candidates residing within 30 miles of the primary posted location this position requires onsite presence three (3) days a week. For those beyond this radius embrace the freedom to contribute to our mission remotely while maintaining strong team connections. Regardless of your location youll be fully integrated into our team through robust digital collaboration tools and regular communication. Please note that work location is subject to change based on business needs.

Compensation and Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance we offer benefits to match your needs:

Medical Dental Vision Insurance
401k With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance

Learn more about our benefits here: obtain compensation and benefit information related to this specific role e-mail First National at . To ensure you receive a response include the number of this job (listed below) in the subject line of your message.

Job number: R-

Registration Requirement:

This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility regulatory requirements credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation credit report and fingerprinting results.

Equal Opportunity & Belonging:

We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued recognized and empowered to be their authentic selvesno matter their role or where they are in their journey.

Learn more here.

Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download EEO is The Law Self-Print Poster

Click here to download EEO is The Law Supplement for Federal Contractors

Click here to download EEO is The Law GINA Supplement

Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Required Experience:

At Northland our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.Summary of the Job:The primary responsibility of this role is to provide comprehensive support to both the ...