Finance

Municipal Advisor

Looking to hire your next Municipal Advisor? Here’s a full job description template to use as a guide.

About Vintti

Vintti is a cutting-edge staffing agency revolutionizing the way US companies build their teams. Leveraging advanced technology and embracing the power of remote work, we connect SMBs, startups, and firms across the United States with top-tier talent from Latin America. Our platform seamlessly integrates professionals into US business ecosystems, regardless of physical borders. Vintti operates on the principle of a borderless future of work, where skills and expertise trump geographical constraints.

Description

A Municipal Advisor plays a critical role in guiding local government entities through financial decision-making processes. They provide expert advice on municipal finance, helping cities, towns, and other municipal bodies develop and implement strategies to manage debt, investments, and capital projects. This involves thorough analysis of financial markets, regulatory compliance, and the potential impact of various financing options. By offering objective guidance, Municipal Advisors ensure that municipalities make informed, fiscally responsible choices that align with their long-term goals and enhance the economic well-being of the community.

Requirements

- Bachelor's degree in finance, economics, public administration, or a related field.
- Minimum of 5 years of experience in municipal finance or a related financial advisory role.
- Comprehensive knowledge of municipal bond markets, debt structuring, and financial strategies.
- Proficiency in financial modeling and analysis.
- Strong understanding of laws, regulations, and best practices related to municipal finance.
- Excellent communication and presentation skills.
- Ability to prepare detailed financial reports, models, and official statements.
- Experience with due diligence and compliance in financial transactions.
- Strong negotiation skills and the ability to work with a variety of stakeholders.
- Proficiency in using financial software and tools.
- Strong analytical and problem-solving skills.
- Ability to manage multiple projects and prioritize tasks effectively.
- Detail-oriented with a high degree of accuracy in work.
- Ability to work collaboratively in a team environment.
- Professional certification such as CFA, CTP, or Series 50 Municipal Advisor Representative (preferred).

Responsabilities

- Analyze financial data and bond markets to provide informed recommendations.
- Advise on debt structuring, funding options, and financial strategies for municipalities.
- Prepare detailed financial reports and models for municipal clients and stakeholders.
- Develop and review official statements, disclosure documents, and related materials.
- Conduct due diligence for compliance with laws, regulations, and best practices.
- Coordinate and lead meetings with municipal officials, bond counsels, and investment bankers.
- Monitor market conditions and economic trends to offer timely advice.
- Facilitate the bidding and issuance processes for municipal securities.
- Negotiate terms and conditions with underwriters, creditors, and financial entities.
- Provide training and support on financial management and reporting to municipal staff.
- Maintain detailed and accurate records of all advisory activities and transactions.
- Respond to inquiries and provide continuous support and guidance to municipal clients.
- Collaborate with financial professionals to implement innovative financing solutions.
- Evaluate and recommend refinancing opportunities to optimize debt portfolios.
- Conduct risk assessments and recommend strategies to mitigate financial risks.

Ideal Candidate

The ideal candidate for the role of Municipal Advisor is a highly skilled and accomplished professional with a minimum of five years of experience in municipal finance or a related financial advisory capacity. They hold a bachelor's degree in finance, economics, public administration, or a closely related field, and ideally possess professional certifications such as CFA, CTP, or Series 50 Municipal Advisor Representative. This individual has an in-depth understanding of municipal bond markets, debt structuring, and financial strategies, combined with advanced proficiency in financial modeling and analysis. They demonstrate exceptional analytical and problem-solving skills, with a strong attention to detail and high degree of accuracy in their work. They are adept at navigating complex regulations and compliance requirements, and are experienced in preparing detailed financial reports and official statements. Their excellent communication and presentation skills enable them to effectively convey complex information to diverse stakeholders. The ideal candidate is results-driven, highly motivated, and proactive, with strong negotiation abilities and a proven track record of building and maintaining professional relationships. They thrive under pressure, can manage multiple projects simultaneously, and adapt quickly to changing market conditions. Their strong ethical judgment, innovative thinking, and commitment to continuous learning and professional development set them apart as a standout candidate for this role. A collaborative team player, they possess exceptional leadership skills and a creative approach to problem-solving, making them a valuable asset to any municipal finance team.

On a typical day, you will...

- Analyze financial data and bond markets to provide recommendations on municipal bond issuances.
- Advise municipal clients on debt structuring, funding options, and financial strategies.
- Prepare and present detailed financial reports and models to municipal clients and stakeholders.
- Assist in the development and review of official statements, disclosure documents, and other related materials.
- Conduct due diligence to ensure compliance with relevant laws, regulations, and best practices.
- Coordinate and lead meetings with municipal officials, bond counsels, and investment bankers.
- Monitor market conditions and economic trends to provide timely advice and insights.
- Facilitate the bidding and issuance process for municipal securities.
- Negotiate terms and conditions with underwriters, creditors, and other financial entities.
- Provide training and support to municipal staff on financial management and reporting.
- Maintain detailed records of all advisory activities and transactions.
- Respond to municipal inquiries and provide ongoing support and guidance.
- Collaborate with other financial professionals to implement innovative financing solutions.
- Evaluate and recommend refinancing opportunities to optimize debt portfolios.
- Conduct risk assessments and recommend strategies to mitigate financial risks.

What we are looking for

- Results-driven with a strong analytical mindset
- Highly motivated and proactive in seeking out and implementing solutions
- Exceptional detail orientation and accuracy in work
- Strong interpersonal skills with the ability to build and maintain professional relationships
- Excellent verbal and written communication abilities
- Demonstrated leadership skills with the capability to guide and influence stakeholders
- Adaptability and flexibility to manage changing market conditions
- Ability to work effectively under pressure and meet tight deadlines
- Strong ethical judgment and adherence to professional standards
- Innovative thinking with a creative approach to problem-solving
- Highly organized with superior time management skills
- Collaborative team player with a willingness to share knowledge and support others
- Strong critical thinking skills with the ability to assess complex financial situations
- Persistent with a strong drive to achieve and exceed goals
- Commitment to continuous learning and professional development.

What you can expect (benefits)

- Competitive salary range: $90,000 - $120,000 annually
- Comprehensive health insurance (medical, dental, vision)
- 401(k) retirement plan with employer matching
- Paid time off (PTO) including vacation, sick days, and holidays
- Flexible work schedule with remote work options
- Professional development opportunities and continuing education support
- Annual performance bonuses
- Wellness programs including gym membership reimbursements
- Life and disability insurance coverage
- Employee assistance program (EAP)
- Tuition reimbursement for relevant advanced degrees and certifications
- Paid parental leave
- Commuter benefits including transit and parking subsidies
- Team outings, events, and networking opportunities
- Access to industry conferences and seminars
- Mentorship and career advancement programs
- Company-sponsored volunteer opportunities and community engagement activities
- Ergonomic workspace setup options
- Access to financial planning and advisory services

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