Associate II, Public Finance

Summary of the Job

The primary responsibility of this role is to provide comprehensive support to both the Issuance Specialist and CD Specialist through a variety of task‑driven duties. The candidate will manage a dynamic workload, ensuring precision in all work products and enabling the Specialists to operate efficiently.

• Draft preliminary deal documents for the Issuance Specialist, including distribution lists, contracts, closing memorandum templates, wire calculation forms, and review related legal documents.
• Manage select bond transactions (Minnesota and Iowa) independently; collaborate with Analysts to coordinate new issues with bond attorneys and verify all statutory and regulatory requirements before bond sales.
• Prepare and draft all preliminary documents associated with bond transactions.
• Serve as the primary liaison among attorneys, issuers, and internal teams throughout the bond issuance process, facilitating communication to ensure successful bond sales and closings.
• Calculate and confirm wire amounts for bond closings; coordinate execution of closing documents with legal counsel.
• Write and distribute the final closing memorandum to all relevant parties.
• Review all legal documents associated with the transaction, such as resolutions, closing documents, lease documents, bond purchase agreements, and legal opinions.
• Facilitate and manage bond closings on the designated closing dates.
• Maintain accurate books and records related to bond issues and ensure all parties have signed off.
• Support Analysts and Continuing Disclosure tasks by managing County Auditor Certificate requests, communicating with counties, preparing letters and forms, filing returned documents, and tracking responses and invoices.
• Handle invoice requests from Bankers and the Issuance Specialist for new bonds or professional services; collaborate with accounting to generate invoices and email them to relevant parties.
• Proofread, format, and assemble reports, forms, and client‑facing materials; prepare and/or analyze complex financial reports.
• Serve as a point of contact for clients and colleagues, ensuring professional and timely communication.
• Perform general department organization, including database updates and supporting project workflows (issuer request workbook, shared contacts, public finance records, CD tracking, Salesforce entries).

• 2+ years of relevant experience in Public Finance, paralegal work, and administrative support.
• Strong foundation in the complexities of Issuance Specialist and CD Specialist roles.
• Demonstrated efficient task management, high attention to detail, and ability to navigate regulatory or legal documentation.
• Experience in document preparation, deal management, coordination among multiple parties, and management of financial and legal documentation.
• Unrestricted work authorization; no future sponsorship required.

• Position requires FINRA registration.
• Must meet applicable financial industry responsibilities, regulatory requirements, credit fitness, and criminal background standards.
• Must satisfy ongoing regulatory requirements, including acceptable background investigation, credit report, and fingerprinting results.

The role is expected to be performed onsite at the posted location. The environment supports innovation, mentorship, and collaboration with talented colleagues.

• Competitive salary and work‑life balance.
• Medical, Dental, Vision insurance.
• 401(k) with matching contributions.
• Time off programs.
• Health Savings Account (HSA) / Dependent Care.
• Employee banking.
• Growth opportunities.
• Tuition assistance.
• Short‑term / Long‑term disability insurance.

Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

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