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)
Helps clients consider plans for their business and helps position them to maximize the chance of growth. This includes strategic input on structuring their business, the positioning of their fund(s), targeting diverse investor groups. Wall Street Consulting LLC is an open platform, allowing you to provide complex and comprehensive financial solution to wide range of customers. With us you will have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry.
QUALIFICATIONS:
Who We Look For:
A proven track record of meeting and exceeding sales targets, and keeping a pipeline full of qualified prospects
Excellent customer relations skills and sales and referral skills
Strong interpersonal skills and the ability to build relationships and trust quickly over the phone.
Very strong verbal communication skills.
Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment with minimal supervision.
Proven successful skills in sales and service in a retail sales environment. Previous banking experiences a plus.
Must be computer literate with working knowledge of Word, Excel and Windows software, and the ability to efficiently operate standard office equipment, including a computer, printer, fax and calculator
Requirements:
Bachelors degree preferred
SALES EXPERIENCE OR FINANCIAL RELATED EXPERIENCE
Job Type: Full-time, Monthly Allowance plus Commission
Benefit: OPT & CPT available
H1-B might be also available based on work performance
Experience:
relevant: 1 year (Preferred)
Finance: 1 year (Preferred)
Language:
English, Mandarin/Cantonese (Preferred)
Job Type: Full-time
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