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.