Underwriter

5 days ago


Dallas, United States Stephens Full time
ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Underwriting:
    • Lead the underwriting process for municipal bond issuances, from initial analysis to final pricing and distribution.
    • Collaborate with issuers, financial advisors, and other stakeholders to structure deals that meet client needs while adhering to regulatory requirements.
    • Conduct thorough credit analysis and due diligence to assess the risk profile of municipal issuers.
    • Negotiate terms with underwriters, syndicate members, and other parties involved in the issuance process.
  • Municipal Trading:
    • Execute buy and sell orders for municipal bonds, ensuring adherence to the firm's trading strategies and risk management policies.
    • Monitor market conditions, economic trends, and industry developments to make informed trading decisions.
    • Manage and optimize the firm's inventory of municipal securities, balancing risk and return.
    • Maintain accurate records of trades and provide timely updates to management and compliance teams.
  • Client Relationship Management:

    • Develop and maintain strong relationships with institutional clients, including mutual funds, insurance companies, and hedge funds.
    • Provide market insights, trade ideas, and pricing information to clients to support their investment decisions.
    • Work closely with the sales team to identify and pursue new business opportunities within the municipal bond market.
  • Compliance and Risk Management:
    • Ensure all trading and underwriting activities comply with SEC regulations, FINRA rules, and internal policies.
    • Monitor and report on the firm's exposure to municipal securities and adjust strategies as needed to mitigate risk.
    • Stay updated on changes in regulations and market conditions that could impact the firm's municipal bond activities.
  • Perform other tasks as assigned by Management.
EDUCATION AND/OR EXPERIENCE
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Minimum of 3 years of experience in municipal bond trading and underwriting.
  • Proven track record of successful trading and underwriting within the municipal bond market.
  • Experience working with institutional clients of municipal securities.
  • Equivalent combination of education and experience.
CERTIFICATIONS, LICENSES, AND REGISTRATIONS
  • Series 7 - General Securities Representative
  • Series 52 - Municipal Securities Representative
  • Series 63 - State Law Exam

  • Underwriter

    3 months ago


    Dallas, United States quickrecruit Full time

    Job DescriptionJob DescriptionResponsibilities-Completes a thorough analysis of loan files to determine compliance with company, investor, and FHA/VA guidelines. Evaluates the entire credit package and collateral for residential mortgage loans and ultimately ensures an “investment” quality loan product. Checks accuracy of all calculations and data...

  • Underwriter

    1 month ago


    Dallas, United States Hallmark Financial LLC Full time

    Job Description: We are on the hunt to find a Commercial Multi-Line Underwriter to join our team located in our new corporate headquarters in Dallas! You will be responsible for underwriting Property, General Liability, Commercial Auto, Umbrella, Crime, EPLI, Cyber, and Inland Marine Coverage lines for existing renewal business accounts $50k and less. You...


  • Dallas, United States The Jacobson Group Full time

    Commercial Underwriter We are currently searching for an Commercial Underwriter to join the Intermediate Business Underwriting Team for one of our enterprise clients. Available Locations This is a hybrid position (3 days on-site & 2 days remote, per week) that requires applicable candidates to be located within a commutable distance of the following...


  • Dallas, United States The Jacobson Group Full time

    Commercial UnderwriterWe are currently searching for an Commercial Underwriter to join the Intermediate Business Underwriting Team for one of our enterprise clients.Available LocationsThis is a hybrid position (3 days on-site & 2 days remote, per week) that requires applicable candidates to be located within a commutable distance of the following...


  • Dallas, United States The Jacobson Group Full time

    Commercial UnderwriterWe are currently searching for an Commercial Underwriter to join the Intermediate Business Underwriting Team for one of our enterprise clients.Available LocationsThis is a hybrid position (3 days on-site & 2 days remote, per week) that requires applicable candidates to be located within a commutable distance of the following...

  • Surety Underwriter

    7 days ago


    Dallas, United States Jet Insurance Full time

    Job DescriptionJob DescriptionThis position is an entry level role at Jet Insurance Company. Your primary responsibility is to provide efficient client services and perform underwriting for all new inquiries and policy renewals. As an underwriter, you will assess and evaluate risks associated with bond applicants and determine price and terms for issuing...

  • Underwriter II

    3 months ago


    Dallas, United States AmTrust Financial Full time

    Overview: Overview The underwriter II will be responsible for the underwriting and servicing of renewal business for an assigned group of agencies in the Midwest. Maintains effective relationships with agency contacts to ensure accurate information is gathered for risk evaluation and provides consultation on company product and coverage capabilities that...

  • E&S Underwriter

    3 weeks ago


    Dallas, United States MRINetwork Jobs Full time

    Job DescriptionJob DescriptionPolikov Recruitment Specializes in the Commercial Property & Casualty Insurance Industry.We have an exciting new opportunity for an underwriter to join a new specialty lines (E&S) carrier in Dallas, TX. Our client is an A rated P&C carrier that has been successfully writing Commercial Property & Casualty business on an admitted...

  • Senior Underwriter

    4 weeks ago


    Dallas, United States AmTrust Financial Full time

    Overview: Senior Underwriter AmTrust E&S Insurance Services. This underwriting position is designed for an individual with a minimum of seven (7) years of E&S (excess & surplus lines experience) writing medium to high hazard general liability insurance. Knowledge of ISO coverage forms. Individual account underwriting is required for hazard analysis, rating,...

  • Senior Underwriter

    3 weeks ago


    Dallas, United States AmTrust Financial Full time

    Overview Senior Underwriter - AmTrust E&S Insurance Services. This underwriting position is designed for an individual with a minimum of seven (7) years of E&S (excess & surplus lines experience) writing medium to high hazard general liability insurance. Knowledge of ISO coverage forms. Individual account underwriting is required for hazard analysis, rating,...

  • Inside Underwriter

    3 months ago


    Dallas, United States CRC Insurance Services Full time

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests...


  • Dallas, Texas, United States Velocity Risk Full time

    About Velocity RiskVelocity Risk is at the forefront of transforming the insurance landscape by seamlessly integrating risk management with capital solutions, specifically within communities prone to natural disasters. We embrace the unpredictability of nature, turning challenges into opportunities, and are committed to redefining traditional insurance...

  • Underwriter, Energy

    2 months ago


    Dallas, United States Chubb Full time

    Job Description The Energy Practice in the Southwest Region is an exciting and dynamic place for individuals who are seeking career opportunity and advancement. The Commercial Insurance team has an opening for a Senior Underwriter to join our Energy Practice (salary and title commensurate with experience level). This is a high-impact role that is focused on...


  • Dallas, Texas, United States Velocity Risk Full time

    About Velocity RiskVelocity Risk is at the forefront of transforming the insurance landscape by seamlessly integrating risk management with capital solutions, particularly in areas vulnerable to natural disasters. Our mission is to embrace the unpredictability of nature and convert challenges into opportunities, revolutionizing traditional insurance...


  • Dallas, Texas, United States Stephens Full time

    About the RoleWe are seeking a highly skilled Underwriter to join our team at Stephens. As a key member of our business, you will be responsible for leading the underwriting process for municipal bond issuances.Key ResponsibilitiesLead the underwriting process from initial analysis to final pricing and distribution.Collaborate with issuers, financial...

  • Inside Underwriter

    3 months ago


    Dallas, United States CRC GROUP INC Full time

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests...


  • Dallas, Texas, United States Velocity Risk Full time

    About Velocity RiskVelocity Risk is at the forefront of revolutionizing the connection between risk and capital, providing specialized property insurance in areas prone to natural disasters. Our innovative approach transforms traditional insurance practices, creating a unique work environment where employees are encouraged to thrive.Role OverviewAs a Senior...


  • Dallas, Texas, United States Sompo International Full time

    Job SummarySompo International is seeking a highly experienced and skilled Commercial Underwriting Leader to join our team. As a key member of our Commercial Specialty Property team, you will be responsible for reviewing applications and financial requirements to determine the acceptability of risk in accordance with Sompo guidelines and standards.Key...

  • Sr Surety Underwriter

    2 weeks ago


    Dallas, United States UFG Insurance Full time

    UFG is currently hiring for a Sr Surety Underwriter whose focus will be working on building and maintaining a profitable mix of new and existing surety business by developing and maintaining strong working relationships with the agency force. Demonstrate strong analytical skills to evaluate risks for acceptability within their higher authority and company...


  • Dallas, United States Novatae Risk Group Full time

    Job DescriptionJob DescriptionThe Fine Art Underwriter position is a mix of underwriting and underwriting assistant duties. You will be responsible for technical underwriting and assistant functions associated with underwriting Fine Art risks. We are open to training in the fine art space and will consider candidates with high net worth underwriting...