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Underwriting Assistant - Fixed Income Municipal Department (New York City)
Raymond James Financial, Inc.
30d+ ago
New York, NY, US
477 miles away

Job Type
Full-time
Job Description
Essential Duties and Responsibilities - Perform all operational and administrative functions related to managed and/or syndicated negotiated and competitive municipal underwritings. - Update transaction information in various internal and external systems. - Work with FI associates to maintain strong internal and external client relationships. - Track rates and pricing adjustments; communicate changes to the sales force. - Provide data and support to bankers for Requests for Proposals (RFPs) and Post-Sale Analyses. - Keep syndicate members informed regarding pricing, allotments, and regulatory reporting for managed deals. - Utilize third-party systems such as Bloomberg, Ipreo, BidComp, and NIIDs. - Perform additional duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of: - Raymond James' organizational structure, policies, mission, and strategies. - Standard securities industry practices and procedures. - Fixed Income concepts, practices, and operations. - Principles of banking, finance, and securities operations. - Financial markets and related products. Skill in: - Understanding municipal regulatory and compliance requirements. - Analyzing, evaluating, and interpreting financial documents and data. - Identifying relationships, drawing logical conclusions, and presenting results clearly. - Delivering high-level customer service to internal sales teams and bankers, including timely communication and effective time management. - Using standard office tools and software, including Microsoft Office and Access databases. Ability to: - Read, interpret, analyze, and apply information from industry data. - Manage multiple detailed tasks under tight deadlines in a fast-paced environment. - Communicate clearly, professionally, and effectively across all organizational levels. - Maintain attention to detail while understanding broader objectives. - Work both independently and collaboratively. - Present a professional and positive demeanor. - Convey information effectively through formal reports and informal communication. Education and Experience - Bachelor's degree (preferred), or - High school diploma with a minimum of five years of administrative or operations support experience (Financial Services industry preferred), or - Equivalent combination of education, experience, and/or training approved by HR. Licenses and Certifications - None required at hire. - Series 52 and Series 63 expected within 1 year.