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Financial Document Production Specialist / Lead Typesetter

Job

Bondlink

Boston, MA (In Person)

$93,536 Salary, Full-Time

Posted 8 weeks ago (Updated 7 weeks ago) • Actively hiring

Expires 5/27/2026

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Job Description

Financial Document Production Specialist / Lead Typesetter Boston, MA Job Details Full-time $65,000 - $100,000 a year 7 hours ago Qualifications Microsoft Word Version control Management Customer service Workflow management (operations management method) Mid-level Quality assurance Typesetting Client services Mentoring Adobe InDesign Document management 4 years Adobe Acrobat Layout design Full Job Description Company Overview BondLink provides a SaaS platform tailored to finance teams across the $4 trillion municipal bond industry. Our clients include issuers, ranging from large states to small cities and towns and public utilities; broker-dealers, banks and municipal advisory firms. We've consistently achieved strong revenue growth and continue to increase our market share in the muni bond market. While our product is finance focused, make no mistakes; internally we are a genuine tech-first startup culture. Our co-founders include a serial tech entrepreneur with multiple successes and a senior ex-government official with deep experience in the wheelhouse of our product offering. Culturally we provide all the startup bells and whistles that we're looking to share with talented people. At BondLink we recognize that diversity drives innovation and we are committed to developing and supporting an inclusive and safe workplace. We encourage candidates from all backgrounds to apply. Position Overview BondLink is hiring a Lead Typesetter to bring the production of Preliminary Official Statements (POS) and Official Statements (OS) in-house. You'll own the formatting, quality assurance, and final delivery of professionally typeset, legally compliant documents critical to municipal bond transactions. This is a deadline-driven role with a consistent afternoon/evening schedule to support same-day turnarounds and West Coast issuers. You'll also may supervise a part-time support typesetter and help create and maintain process standards. Client Support Expectations Our clients often come to market with bond sales that are time-sensitive and high-stakes. During these critical times, there is an expectation that our Customer Success team is available to provide immediate and comprehensive support, which may require working evenings (Monday - Friday) to ensure seamless execution. The successful candidate should be flexible, adaptable, and ready to provide exceptional client service, even outside of standard business hours. Responsibilities Format and typeset POS, OS, Supplement, Notice of Sale, etc, documents using Adobe InDesign Import and format financial tables from Excel and Word Perform final QA and export EMMA-compliant PDFs Maintain templates, styles, and formatting standards Manage version control and secure file storage Handle same-day legal edits and final OS delivery Collaborate with the CS coordinator on workflow tracking Communicate with the deal team to compile and finalize documents Manage and mentor the Support Typesetter, providing guidance and quality oversight Qualifications 4+ years of document layout/typesetting experience (InDesign required) Experience working on municipal finance, legal, or SEC-compliant document Proficiency in Word, Adobe InDesign and Acrobat ProStrong Attention to detail and process ownership Experience working with complex financial tables and legal disclaimers Experience collaborating with legal teams and client services Familiarity with remote collaboration tools Able to work a flexible work day and be available for deals that may require later deals

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