Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Who we are: Capita is a large Registered Investment Advisor firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are adding clients every week and we need your talents and energy at our firm!
Job: Full-time, Monday – Friday, 9am-5pm
Location: Sandy, Ut
Role and Responsibilities
Qualifications/Requirements:
We offer competitive pay and a great opportunity for learning and growth. All full-time employees enjoy substantial benefits. Our benefits include medical, dental, and vision with a generous company contribution and match to a qualified HSA. Basic life, AD&D, and Long Term Disability all paid by Capita! 401k plan with company match after 6 months of employment. Paid time off and 12 paid holidays!
The safety and security of our employees and our clients is top priority. All offers of employment at Capita Financial are contingent upon a clear background check.