Senior Leader overseeing Platform Operations at Wells Fargo, managing critical operational services and driving transformation. Responsible for enhancing service quality and efficiency across multiple functions.
HB
Hybrid Municipal Syndicate Operations Analyst
Posted 3 months ago
About the role
- Municipal Syndicate Operations Analyst supporting underwriting deal processing and execution. Collaborating with deal teams and external partners to ensure accurate transaction execution and compliance.
Responsibilities
- Support day- to-day operations of the institutional municipal underwriting desk
- 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 the 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
- Provide administrative support, as needed
Requirements
- 5 or more years municipal underwriting operations, fixed income operations, or similar broker dealer operations experience
- Bachelor's Degree
- FINRA Series 52 current or Series 7 prior to 11-2011 or willing to obtain the 52 within 6 months of employment
- 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 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)
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Manager overseeing laboratory operations and improving service models at Boston Medical Center. Ensuring regulatory compliance and managing personnel in clinical laboratory settings.
Data Operations Associate responsible for tracking and managing global finance transactions for Green Street. Ensures data accuracy and performs analysis, reporting, and management duties.
Insurance Educator providing education and guidance about health insurance to DaVita patients. Involves direct interaction with patients and clinical teams in a hybrid work environment.
Healthcare Operations Manager at DaVita overseeing outpatient clinic operations and improving patient care. Managing financial performance and leading a clinical team for optimal results.
Process Operations Technician Apprentice at BASF making an impact on sustainability through crop protection products. Hands - on role involving loading/unloading and monitoring processes while pursuing academic qualifications.
Transformation Operations Manager at Grant Thornton helping organizations implement supply chain strategies. Lead major transformation initiatives with expert consulting guidance and client collaboration.
Leading global HR team supporting Total Rewards operations, focusing on data management and well - being services. Collaborating with the HR department and external vendors on complex issues.
Associate Director managing workforce operations and recruiting at Tarter Krinsky & Drogin LLP. Ensuring effective deployment and management of legal support workforce.
Branch Operations Supervisor at Columbia Falls, aiding in operational duties and supervising the branch staff to enhance service delivery.