Investment Banker

SWBC - San Antonio, TX

Full-time - Mid Level

San Antonio, TX

Insurance Carriers and Related Activities

About the position

SWBC is seeking an Investment Banker to develop relationships with municipal and finance personnel to assist them in obtaining financing for securities-style debt. The role involves advising customers on funding methods, preparing proposals, and managing underwriting processes while achieving performance metrics and customer retention goals.

Responsibilities

• Develop relationships with municipal and finance personnel to assist with financing for securities-style debt.
• Work with key personnel to secure roles in various underwriting syndicates.
• Respond to Request for Proposals as needed.
• Utilize knowledge of municipal capital markets and bond structures to advise customers.
• Prepare written proposals and pitch books, and make presentations to clients.
• Manage negotiated underwritings and private placements.
• Prepare credit and bond sizing analysis for transactions.
• Manage rating presentations and coordinate workflow through negotiation and settlement of transactions.
• Identify marketing opportunities with key personnel.
• Achieve performance metrics, customer retention goals, and new business revenue targets.
• Perform all other duties as assigned.

Requirements

• Bachelor's degree in Finance, Accounting, Business Management, Economics, Math or related field from an accredited institution.
• Minimum of five (5) years of experience in investment banking, capital markets, or sales/trading.
• Strong analytical skills, both qualitative and quantitative.
• Highly organized, detail-oriented, and proactive.
• Excellent presentation skills.
• Excellent verbal and written communication skills.
• Proficient knowledge of applicable laws and regulations pertaining to municipal finance.
• General understanding of the bond and investment banking industry.
• Solid relationship sales experience.
• Demonstrated ability to network in the community and develop sales.
• Ability to travel locally or nationally.
• Possess Series 7 and 63, and/or 52 licenses.

Benefits

• 401(k)
• Continuing education credits
• Health insurance
• Wellness program