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Essential Duties and Responsibilities

+ Schedules, reports, and tracks information for assigned regional area.

+ Collects data for preparation of various reports, budgets, and variance analysis.

+ Utilizes firm software to assist with expense reporting and travel booking.

+ Monitors and reorders office supplies as needed.

+ Maintains daily office operations and performs general administrative duties

+ Works with deal team members to produce documentation for transactions.

+ Coordinates with internal compliance and legal departments to process transactions and obtain necessary approvals.

+ Facilitates bond closing calls with DTC and prepares closed deal files.

+ Limited interaction with clients.

+ Assists in the reviewing of bond documents and other documents related to the closing bond transaction.

+ Coordinates the printing and delivery of bond documents.

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

+ Basic office practices, procedures, and methods.

+ Fundamental investment concepts, practices and procedures used in the securities industry.

+ Fixed Income procedures, regulatory requirements, transactions and client relationships.

+ Financial Markets and Products.

+ Microsoft office applications (Word, Excel, PowerPoint)

Skill in

+ Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution.

+ Communicate effectively, both orally and in writing to all level of associates and clients.

+ Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

+ Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.

Ability to

+ Analyze municipal issuer financial statements and outstanding debt.

+ Develop the document preparation related to the public issuance of municipal bonds.

+ Multi-task and work in a fast-paced, team-oriented environment.

+ Efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise.

+ Establish and maintain effective working relationships at all levels of the organization.

+ Work under stress created by time deadlines and work volume fluctuations.

+ Communicate both orally and in writing, with all levels of the organization and external clients.

+ Work independently as well as collaboratively within a team environment.

Educational/Previous Experience Requirements

Education/Previous Experience

+ Bachelor’s degree (B.A.) in related field and minimum of one to three (1-3) years’ work experience in an office environment, preferably in the financial services industry.

+ OR ~

+ An equivalent combination of experience, education, and/or training.

Licenses/Certifications

+ SIE required provided that an exemption or grandfathering cannot be applied.

+ FINRA Series 7 and Series 63 or the ability to obtain within six (6) months of hire.

+ Series 52 after twelve (12) months of hire.

**Travel Required:** Yes, 5 % of the Time