About the role

  • 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

Municipal Syndicate Operations Analyst

Job type

Experience level

Mid levelSenior

Salary

$70,000 - $140,000 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job