VP, Municipal Finance

Fidelity TalentSource LLC
Boston, MA, United States
$120K-$200K a year
Full-time
We are sorry. The job offer you are looking for is no longer available.

Job Description :

Fidelity Capital Markets (FCM) seeks a Vice President of Municipal Finance to support the growth of our co-managed negotiated business.

FCM is the conduit to the new issue market for our individual and professional retail clients across the enterprise and seeks to ensure regular and ongoing access through both competitive and co-managed negotiated transactions.

FCM intends to grow our participation in the negotiated new issue space primarily as a co-managed underwriter.

This position u00A0will help to build and grow our municipal finance coverage and issuer relationships and in turn help to ensure our retail investors have access to a wealth of issuers bonds.

You will serve as the primary point of contact for most issuer clients, manage the RFP process, and coordinate with the underwriting desk, compliance and market strategy and other internal business partners to facilitate access and engagement.

The Expertise and Skills You Bring :

  • Undergraduate degree or equivalent work experience required (advanced degree a plus)
  • A minimum of 5+ years of within the public finance space.
  • Experience with issuer coverage, the new issue transaction process, municipal credits and bond structures.
  • Understanding of and ability to manage and respond to RFPs and / or similar procurement requirements.
  • Ability to advocate for retail-friendly issuance strategies (structures, order periods, priority).
  • Ability to collaborate productively and proactively with internal partners (underwriting, trading, compliance, risk, retail channels)
  • Comfort with and the ability to participate as expected in the origination process (due diligence meetings, POS review, syndicate calls, etc.)
  • Development and delivery of education and marketing strategies that support Fidelity's various distribution channels.
  • Manage capital commitment procedure with guidance from Underwriting, risk and desk strategists to prepare reports for FCM's Capital Commitment Committee.
  • Communication Skills : Demonstrated experience and comfort with presentations and strong writing skills.
  • Attend relevant industry conferences on behalf of the department.
  • Willingness to travel up to 30% of the time.
  • Series 7, 63, 52 (may request candidate to secure the 53 and or 24 as well)

The Team

Every year Fidelity Capital Markets underwrites hundreds of municipal bond and note transactions. Our goal is to deliver the full range of products to our investors including primary market access.

We hope to engage our retail customers and supporting our issuer client s transactions with our investors demand. By engaging FCM as an underwriter, issuers can leverage a deep pools of retail liquidity in the industry and tap into one of the largest trading networks of an industry leader.

The base salary range for this position is $120,000 - $200,000 per year. u00A0

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. u00A0 u00A0

We offer a wide range of

benefits

to meet your evolving needs and help you live your best life at work and at home. u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

u00A0Note, the application window closes when the position is filled or unposted.

Certifications : Series 07 - FINRA

Series 07 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future.

We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.

You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

Glassdoor Employees Choice Award

we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model

blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .

Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document

and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).

These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances : Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

fidelitycareers.com

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com

17 hours ago
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