What are the responsibilities and job description for the Investment Banking Associate position at Cabrera Capital Markets?
Cabrera Capital Markets, LLC is seeking an Associate to support our Public Finance Investment Banking team in all aspects of new business development and transaction execution. The Associate will assist in deal execution, cash flow modeling, the preparation of presentations, proposals and debt profiles for municipal and not-for-profit issuers.
Essential Duties and Responsibilities
- Assist with generating debt profiles to provide bankers with an overview of a client's debt position and historical financing trends
- Formulate client presentations, pitch books, and responses to Requests for Proposals
- Provide quantitative analyses including financial forecasting, cash flow analysis, and bond sizing
- Assist bankers in the execution of new issue transactions including documentation, pricing, presentations to investors and rating agencies, and deal closing coordination
- Monitor market conditions to apply new financing and optimization strategies based on clients' financing needs
- Research projects related to regulatory, legal, policy or client-specific issues
- Attend meetings with the banking team and provide information
- All other duties as assigned
- Bachelor's degree in Finance or similar
- 2 - 4 years of previous experience as a Public Finance Analyst/Associate
- Licenses{{:}} FINRA SIE, Series 52, Series 63 (or within 90 days of hire)
- Advanced analytical skills with attention to detail
- Works well and seamless with team members both in the office and in the regions
- Excellent communication and interpersonal skills
- Must be self-motivated and possess strong time management
- Advanced proficiency with DBC Finance, Excel, PowerPoint, Word, etc
- Employee Profit Sharing Plan
- 401K Retirement Plan with Company Match
- Medical, Dental & Vision Insurance Plans
- Group Whole Life and Term Life Insurance Plans
- Short Term & Long Term Disability
- Pre-Tax Plans (Dependent Care, FSA, HSA, Transit & Parking)
- Critical Illness & Accident Plans
- Employee Assistance Program
