VP, Public Finance


Omaha, NE Management & Operations
At Ameritas, FULFILLING LIFE is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help customers put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

In this role, you will provide investment products for sale by retail financial consultants by initiating and maintaining contact with municipalities (school districts, cities, villages, power and water districts, etc.) within the State of Nebraska and surrounding states. You will provide professional investment banking services to municipal bond issuers. You will continue to work with Senior Bankers with their clients providing analytical assistance and client coverage to provide continuous contact and smooth transition as the need arises.

Essential Functions:

* Assists and supports the investment banking staff in providing services to various municipal clients, including presentations to various city councils and public boards, financial analysis and computer modeling for proposed financings, providing assistance for necessary bond election campaigns, maintaining contact with the issuers throughout the issuance process and maintaining client contact with past, present and potential future clients to establish Ameritas name recognition as a premier investment banking firm.
* This position has limited direct revenue production requirements initially but the incumbent is expected to be able to provide the necessary support to the existing banking staff for overall revenue production and will be expected to transition to assume existing and/or new clients as they move toward higher responsibilities for revenue production.
* Assists the Senior Bankers in their efforts to maintain personal contact with past, present and potential clients in a strongly competitive environment and continue to provide a high level of professional service at a fee that is both profitable and competitive. The incumbent in this position will be challenged to learn the business while providing support to the banking staff and develop the skills to transition clients and deals from the existing bankers with the intent of assuming and advancing to the Vice President level. Additional challenges are provided by the ever-changing environment including legislative changes to an issuer's ability to finance projects as well as keeping abreast of industry changes that affect our ability to provide investment banking services.
* This position will also require that the incumbent show strong initiative in working with Ameritas banking staff and providing back-up assistance to select Ameritas clients or provide primary responsibility for transition of Ameritas clients from the investment banking staff.
* The incumbent works under rules and regulations established by the securities industry (SEC, MSRB) and internal guidelines to professional conduct. The incumbent sets travel agendas, meeting schedules, and provides most investment banking services under the previously indicated guidelines. Decisions relating to commitments of company resources for underwriting of bonds and setting of interest rates are referred to the Department Manager and Trading Department for final determination.

Required Knowledge and Skills:

* Bachelor's degree
* 10+ years of experience in municipal finance or related securities industry fields.
* Solid computer skills including spreadsheet analysis, word processing and computer modeling skills.
* Strong customer service skills with various professionals including legal, accounting, architectural, engineering, bond rating agencies and bond insurers, so communicative and presentation skills together with salesmanship are very important.
* Experience or knowledge of financing structures, municipal finance law, federal and state tax regulations and security industry regulations is desired.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Job ID: 1592

Posted 27 days ago

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