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Associate I, Public Finance
Associate I, Public FinanceUSA Jobs • Saint Louis, MO, US
Associate I, Public Finance

Associate I, Public Finance

USA Jobs • Saint Louis, MO, US
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Northland Job Opportunity

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

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

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 : $60,000-$75,000

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. We've 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, you'll 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

To obtain compensation and benefit information related to this specific role, e-mail First National at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number : R-20251403

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 selves-no matter their role or where they are in their journey.

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

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Finance Associate • Saint Louis, MO, US

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