Columbus, Ohio
6 days ago
Operations Analyst
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.



Support day- to-day operations of the institutional municipal underwriting desk. Duties include, but are not limited to:



* Input 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



Regulatory Submissions

* Conduct continuing disclosure lookbacks on Issuers for negotiated or competitive underwritings

* Complete Form G-32 Filings

* Assist with Risk and Audit requests and inquiries



We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

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