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Public Finance Origination Analyst III

Truist

Truist

IT, Accounting & Finance
Charlotte, NC, USA
Posted on Sep 25, 2024

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for successful implementation and execution of key performance in public finance team in creation of revenue in the Healthcare, Education and Affordable housing sectors. Revenue produced from public and private fixed rate institutional bond offerings, including tax-exempt and taxable financings, limited offerings, single investor placements, bank/private placement financings and bridge loans. Managing and developing growth of practice through success of team members and recruitment of new talent. Manage and directing high quality and business aligned outcomes for team clients, prospects and industry partners. Meet Public Finance Group annual revenue goals.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Works closely with group team members during deal financing transactions
2. Performs assigned duties with increased independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development.
3. Prepare models that are used to compare financing options for clients/potential clients
4. Assist the business development efforts of the transaction team by coordination deal solicitation materials

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. BA/BS degree
2. 2 years of related work experience
3. Proven analytical ability and attention to detail
4. Solid leadership and interpersonal skills
5. Proven ability to work well in a fast-paced, team-oriented environment
6. Strong written and oral communication skills

Preferred Qualifications:

1. Any related work experience

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify