Municipal Syndicate Operations Analyst

Huntington National BankColumbus, OH
4dHybrid

About The Position

The Municipal Syndicate Operations Analyst is responsible for supporting municipal competitive and negotiated underwriting deal processing, execution, and settlement. The ideal candidate will work closely with all members of the internal deal team including underwriters, investment bankers, sales and operations, as well as external partners including bond counsel, municipal advisors, and syndicate members to ensure timely, accurate and compliant execution of transactions. This role offers an excellent opportunity to learn about the municipal securities business. Additionally, you may participate in special projects to drive process improvement. This is a hybrid role preferably located near 222 N LaSalle, Chicago IL or 5555 Cleveland Ave, Columbus, Ohio, or within the Huntington Bank Corporate office footprint.

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

Nice To Haves

  • 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)

Responsibilities

  • 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
  • Opportunity to expand support to Debt and Equity Capital Markets underwriting activity
  • Provide administrative support, as needed

Benefits

  • health insurance coverage
  • wellness program
  • life and disability insurance
  • retirement savings plan
  • paid leave programs
  • paid holidays
  • paid time off (PTO)
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service