What are the responsibilities and job description for the Public Finance Transaction Specialist position at Piper Sandler?
At Piper Sandler, we connect capital with opportunity to build a better future. We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level.
About our Public Finance Group
We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with state and local governments, not for profits and private developers to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects including those for public and private education, utility systems, streets, roads and highways, community recreation centers, community colleges, airports, hospitals, senior living facilities, charter schools, higher education, hotels and convention centers, housing, economic development, land secured and special development districts. We are focused on serving clients and providing growth opportunities for those who are highly productive and committed to working collaboratively with others. Learn more about our public finance team here
We are currently looking for Public Finance Transaction Specialist to join the public finance team in office, in either Leawood, KS, Denver, CO or Minneapolis, MN.
Who we are looking for?
The ideal candidate will appreciate variety in day-to-day activities, have an interest in supporting high performing teams of financial professionals, be excited to learn, and be a strong communicator. This fast-paced position will actively participate in facilitating bond transactions and related compliance tasks, provide assurance as to the quality and timeliness of documentation and work as an integrated team member promoting efficient and effective processes and workflow. This is a non-exempt, hourly position with overtime opportunity as needed.
Responsibilities:
Work in partnership with public finance investment banking teams to deliver transaction and public finance-related support.
Oversee the flow of key documentation, including drafting, distribution, and management.
Collect and analyze data and information needed to complete documentation.
Handle transactional tasks such as form completion, data entry, queries, and more.
Contribute to the development of presentations, and responses to requests for proposals.
Work closely with team members to identify and resolve any irregularities, errors or issues related to transaction documentation and the decision-making process.
Collaborate in identifying, recommending, and implementing improvement initiatives that enhances transaction processes and policy compliance.
Maintain high data quality standards and ensure compliance with appliable policies and procedures.
Provide additional operational support to team as required.
Take on broader work or responsibilities as needed.
Qualifications:
2-3 years of relevant financial services industry experience.
Bachelor’s degree or equivalent combination of education and experience required.
FINRA Licenses Series 50, 52 and 63, or willingness to pursue as needed.
Strong computer skills. Proficient with Microsoft Office Suite required.
Self-motivated, detail-oriented problem solvers with high work standards.
Excellent organizational, interpersonal, and oral and written communications skills and a high level of discretion, maturity, and ethical integrity.
Highly professional and presentable to clients and internal partners.
Piper Sandler values a strong culture dedicated to the well-being of our employees. Learn more about our commitment to our employee’s health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
The anticipated starting salary range for Kansas, Colorado or Minneapolis -based individuals expressing interest in this position is $65,000 - $75,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
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Salary : $65,000 - $75,000
