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.
Duties and Responsibilities:
Support day- to-day operations of the institutional municipal underwriting desk. Duties include, but are not limited to:
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
Support broader Operations and Capital Markets initiatives
Conduct continuing disclosure lookbacks on Issuers for negotiated or competitive underwritings
Complete Form G-32 Filings
Assist with Risk and Audit requests and inquiries
This is a hybrid role you must be located near a Huntington Corporate office
Basic Qualifications:
High School Diploma or Equivalent
5 or more years municipal underwriting operations, fixed income operations, or similar broker dealer operations experience
FINRA Series 52 or ability to obtain within 6 months of hire.
If you obtained a FINRA Series 7 license prior to November 7, 2011 would satisfy the Series 52 requirement
Preferred Qualifications:
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)
#LI-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Workplace Type:
OfficeOur Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
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