Junior Underwriter – Brokered CDs

TradewebNew York, NY
1d$90,000 - $175,000Hybrid

About The Position

Tradeweb is seeking a motivated and detail-oriented Junior Underwriter to help support and build a Brokerage CD Underwriting Desk. This role will assist in providing funding solutions for banks through brokered Certificates of Deposits as an alternative funding channel. The individual must have a track record in the capital market space with a reputation for sound judgement and strong risk management skills. With the ability to communicate and build relationships, recognize new business opportunities, and help drive growth.

Requirements

  • 3-5 years’ experience in CD Underwriting and building relationships with issuing banks
  • Understanding of the full lifecycle of the Brokerage CD underwriting process
  • Established relationships with issuing banks
  • Strong financial acumen
  • Strategic thinking and crisis management skills
  • Excellent communication and interpersonal abilities
  • Visionary mindset to align with the company’s long-term goals
  • Ability to work with internal sales teams and external issuing banks

Nice To Haves

  • Series 7 & 63 preffered
  • Series 24 a plus

Responsibilities

  • Lead the end-to-end issuance process for Brokered CDs, ensuring proper documentation, settlement and regulatory compliance
  • Support the onboarding of issuing banks – obtaining necessary legal documentation and risk approvals
  • Work closely with the sales team to establish and maintain relationships with issuing banks
  • Monitor market conditions, funding trends, and competitive activity to provide actionable market insights to inform decision-making
  • Assist in maintaining accurate transaction records and reporting
  • Work with internal teams to help build and maintain CD New Issuance platform
  • Help drive growth, profitability, and operational efficiency

Benefits

  • Health Insurance: Highly competitive medical, dental, and vision programs
  • Hybrid Environment: Our employees have the flexibility of working in the office and from home.
  • Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
  • Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provide a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.
  • Building Wealth - 401(k) Savings Plan: Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.
  • Pre-Tax Commuter Benefits Program
  • ARAG Legal Services
  • Employee Assistance Program
  • Tuition Reimbursement
  • Financial Wellness Tools
  • Travel Assistance Benefits
  • Pet Insurance
  • Corporate Gym Subsidies
  • Wellness Perks
  • Paid Time Off and Parental Leave
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