Public Finance Banker (Vice President, Managing Director, or Director)
redeploymentSan Jose (CA)
$150 K - $300 K
Apply (opens in a new tab)Public Finance Banker (Vice President, Managing Director, or Director)
Posted 4 days ago
redeploymentSan Jose (CA)
SENIORITY
Manager
SALARY
$150 K - $300 K
About the role
TITLE:
Vice President, Director, or Managing DirectorLOCATION: Remote; U.S.-based in the following metropolitan areas: Southern California (Los Angeles, Orange, and San Diego County) Chicago/Midwest Northeast/New York Exceptional candidates in other major public finance markets may be consideredEMPLOYMENT TYPE: Full-TimeCOMPENSATION: Base: $150K - $300K + performance bonus, DOE. $200K - $500K+ OTELarge range due to variability in package and seniority. Specific details negotiable on a case-by case basis (e.g., base, commission, etc.)Long-term economics are directly tied to productionBENEFITS:100% company-paid family medical insurance 401(k) with 4% safe harbor match when contributing 5%Dental and vision at employee costPTO allotment case-by-case
Company Description:
A veteran-owned investment bank and broker-dealer providing public finance, capital markets, institutional trading, and advisory services. The firm combines experienced Wall Street professionals with a mission-driven, team-oriented culture and a growing municipal finance platform.
About the Job:
The firm is seeking accomplished mid- to senior-level Public Finance Bankers with established issuer relationships and a demonstrated ability to originate and lead senior-managed municipal finance transactions. The immediate priority is a banker with strong connectivity to major issuers in Southern California. The firm is also interested in bankers with established coverage in the Northeast and other major municipal finance markets. Simply put: Build and convert relationships with the region's large issuers into senior-managed business.
What You’ll Do:
Originate and lead senior-managed and co-managed underwriting mandates: build the relationship, respond to RFPs, and win the business.
Originate municipal finance opportunities and generate deal flow within an established regional network.
Develop financing plans and tailored capital solutions for public-sector clients.
Develop and present client pitches, financing ideas, and transaction recommendations.
Guide analysts and associates in preparing pitch books, financial materials, and client presentations.
Work with the broader public finance team to execute transactions and expand regional coverage.
Qualifications
Required: 7+ years of public finance / municipal banking experience.
Bachelor’s Degree:
- Demonstrated experience originating and executing senior-managed municipal finance transactions.
- Established relationships with municipal issuers and the ability to generate deal flow within a defined region immediately.
- Experience developing financing plans and solutions for public-sector clients.
- Full command of municipal structuring: fixed-rate new money and refundings, cash-flow modeling rating agency strategy, and the California issuance landscape (bond measures, Mello-Roos/CFDs, COPs, GO vs. revenue credits)MSRB registrations: Series 52 (Municipal Securities Representative)
- Series 63 required or promptly obtainable
Preferred:
Experience operating as a lead banker or stepping into primary relationship ownership. Series 53 (Municipal Securities Principal) a plus for senior candidates.
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