Ad Operations Executive managing marketing technology and processes for CV - Library. Collaborating across teams to improve systems and support business growth in the UK and overseas markets.
HB
Hybrid Municipal Syndicate Operations Analyst
Posted 3 minutes ago
About the role
- Municipal Syndicate Operations Analyst responsible for underwriting deal processing. Collaborating with internal and external partners, ensuring accurate and compliant execution for municipal securities transactions.
Responsibilities
- Supporting municipal competitive and negotiated underwriting deal processing, execution, and settlement
- Work closely with underwriters, investment bankers, sales and operations, and external partners
- Setup new issue information into Deals Database and Ipreo Municipal Bookbuild Order CUSIPs for competitive and negotiated deals
- Ensure accuracy of deal data and ticket information in Ipreo, Bloomberg, and Deals Database
- Communicate pre-sale good faith notification emails to internal partners
- Coordinate good faith and closing wires
- Review deal file checklist for all transactions and prepare deal files for closure
- Process MSRB G-11 Syndicate Settlements
- Process Private Placements settlements
- Assists in reviewing of official statements, bond purchase agreements, issue price certificates and closing memos as needed
- Distributing offering material for competitive and negotiated offerings
- Assist with recordkeeping, revenue tracking, and expenses for all transactions
- Work with sales and trading desk to ensure smooth execution of transactions including interacting with operations
- Maintain adherence to firm policies and procedures
- Conduct continuing disclosure lookbacks on Issuers for negotiated or competitive underwritings
- Complete Form G-32 Filings
- Assist with Risk and Audit requests and inquiries
- Opportunity to expand support to Debt and Equity Capital Markets underwriting activity
- Provide administrative support, as needed
Requirements
- Bachelors degree
- 5 or more years municipal underwriting operations, fixed income operations, or similar broker dealer operations experience
- High School diploma with 9 years of experience/education in municipal underwriting operations, fixed income operations, or similar broker dealer operations experience
- FINRA Series 52 or ability to obtain within 6 months of employment
- Experience managing new issues across asset classes, with a focus on Municipal securities
- Experience in fixed income securities
- Proficient with Bloomberg TOMS and Ipreo Municipal Bookrunning systems
- Ability to manage multiple priorities in a fast-paced environment; adaptive to change
- Ability to create and foster strong partnerships with internal and external business partners
- Detail oriented with strong organizational and time management skills
- Excellent critical thinking and problem solving skills to identify issues and assist with resolution
- Strong written and verbal communication
- Proficient with Microsoft Excel and other Microsoft products Office products (Word, Excel, PowerPoint)
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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