Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES
Maintain daily assigned inventories with regard to position and activity. Research any out of balance trade/system problems.
Create managed deals in Ipreo and Bloomberg for pricing day. Send out appropriate wires during and after pricing date.
Distribute and post to sales all pre-deal documents via Bloomberg and internal e-mail.
Maintain and report all competitive deal results to accounting and trading desk.
Distribute underwriting liability (balance) information to accounting department on daily basis.
Enter municipal underwriting buy/sell tickets as required. Match tickets for trading and underwriting inventories.
Distribute calendar weekly for upcoming underwriting deals, competitive or negotiated.
Maintain regulatory files for all municipal underwritings
Assist in answering telephones
Perform other tasks as requested by management.
EDUCATION AND/OR EXPERIENCE
Bachelor's degree in a related field.
1-2 years of related experience and/or training.
Equivalent combination of education and experience.
Knowledge, Skills, And Abilities
Excellent verbal, written and organizational skills and strong attention to detail.
Self-motivated with the ability to work independently in a fast-paced environment.
Ability to prioritize and handle multiple tasks simultaneously.
Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action.
Process management skills.
Establish and maintain effective working relationships at all levels of the organization.
Proficient in Microsoft Office Suite or similar software, Ipreo and Bloomberg with the ability to learn and utilize other industry specific software as required
Ability to maintain confidentiality.
Demonstrated reliability in attendance and work performance.
Typing, alpha/numeric data entry.
Attention to detail with emphasis on accuracy and quality.
CERTIFICATES, LICENSES, REGISTRATIONS
SIE – Securities Industry Essentials
Series 7 – General Securities Representative within 6 months.
Series 63 - State Law Exam within 6 months.

Job Tags

Similar Jobs

DR Demo

SALES REP-CASTLETON IN COSTCO Job at DR Demo

...WE ARE CURRENTLY HIRING FOR SEVERAL COSTCO LOCATIONS! Seeking positive, energetic, and sales-focused professionals who can be passionate... ...is ideal for people looking to supplement their income with part time work; skin care experience is ideal, but not necessary....

Masis Professional Group

Professional Land Surveyor Job at Masis Professional Group

...Professional Land Surveyor Job Description: Masis Professional Group has an immediate need for a Professional Land Surveyor to Manage the office for a very well established and highly reputable firm in the Omro WI area on a full-time direct hire basis. Professional...

Sandhills Global

Data Scientist Job at Sandhills Global

DESCRIPTION: The Data Scientist may be responsible for any of the following tasks: Analyzing data that is collected in our current and future products and services, Develop statistical and machine learning models using state of the art Machine Learning and AI technologies...

RozTech Solution

Senior Digital Archivist Job at RozTech Solution

...metadata, and reporting. Support should comply with the Federal Electronic Records Management Modernization Initiative (FERMI), National Archives and Records Administration (NARA) efforts to standardize records functions, policies and procedures towards compliance with...

804 Technology

FAA-Quality Inspector 2 Job at 804 Technology

$19.00-22.00/hour 1 st Shift Permanent Placement Position Summary The Quality Inspector 2 inspects a range of components, parts and/or products for the area assigned as prescribed by all applicable specifications and quality assurance instructions. Core Responsibilities...

Trading Assistant Job at Stephens, Little Rock, AR

cEpvYk1TR0F4ekRSdDV0TGpDM3ZyeXR5bEE9PQ==