Description

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)

Yes

Workplace Type:

Office

Our 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 te