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)
People Architects is partnering with a trusted client Oaktree Holdings to assist in the identification and hiring of a Financial Planning Associate to join their team.
This role provides technical and client service support to Financial Planning Advisors, housed in a single-family office, who serve a high-net-worth family comprised of multiple generations.
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Work Environment: Full time position in Family office environment based out of Valley City near Cleveland, Ohio. Currently working 1 day in office and 4 days remote.
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