Heitmeyer Consulting
Our client is seeking a qualified Municipal Syndicate Operations Analyst for an exciting contract to hire opportunity.
Location: Columbus, OH, Chicago, IL, Charlotte, NC, Minneapolis, or Dallas, Tx preferred
Job Summary
Responsible for supporting the processing, execution, and settlement of competitive and negotiated municipal underwriting deals. This role works closely with underwriters, bankers, sales, operations, and external partners to ensure accurate, timely, and compliant transactions. Key Responsibilities
Manage deal setup, data entry, CUSIP orders, and system updates (Ipreo, Bloomberg, Deals Database). Coordinate good faith notifications, wires, offering materials, and closing documentation. Process MSRB G-11 syndicate and private placement settlements. Ensure compliance with regulatory filings (e.g., Form G-32) and firm policies. Support revenue tracking, recordkeeping, audits, and risk inquiries. Qualifications
5+ years in municipal underwriting, fixed income, or broker-dealer operations. Municipal underwriting and fixed income operations expertise – experience with deal setup, settlement processes (MSRB G-11, private placements), and regulatory filings (Form G-32). Proficiency with Bloomberg TOMS, Ipreo Bookrunning, and Microsoft Office (Excel). Strong attention to detail, organizational, and problem-solving skills. Effective communication and ability to manage multiple priorities. FINRA Series 52 (or ability to obtain within 6 months). Seniority Level
Mid-Senior level Employment Type
Contract Job Function
Analyst and Finance Industry
Banking
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Responsible for supporting the processing, execution, and settlement of competitive and negotiated municipal underwriting deals. This role works closely with underwriters, bankers, sales, operations, and external partners to ensure accurate, timely, and compliant transactions. Key Responsibilities
Manage deal setup, data entry, CUSIP orders, and system updates (Ipreo, Bloomberg, Deals Database). Coordinate good faith notifications, wires, offering materials, and closing documentation. Process MSRB G-11 syndicate and private placement settlements. Ensure compliance with regulatory filings (e.g., Form G-32) and firm policies. Support revenue tracking, recordkeeping, audits, and risk inquiries. Qualifications
5+ years in municipal underwriting, fixed income, or broker-dealer operations. Municipal underwriting and fixed income operations expertise – experience with deal setup, settlement processes (MSRB G-11, private placements), and regulatory filings (Form G-32). Proficiency with Bloomberg TOMS, Ipreo Bookrunning, and Microsoft Office (Excel). Strong attention to detail, organizational, and problem-solving skills. Effective communication and ability to manage multiple priorities. FINRA Series 52 (or ability to obtain within 6 months). Seniority Level
Mid-Senior level Employment Type
Contract Job Function
Analyst and Finance Industry
Banking
#J-18808-Ljbffr