Municipal Operations Analyst

2 weeks ago

Columbus, United States Robert Half Full time
Job DescriptionJob Description

We have a great opportunity for a Municipal Operations Analyst in Columbus, Ohio with a growing and leading bank. This position is within the financial industry and will involve supporting municipal competitive and negotiated underwriting deal processing, execution, and settlement. The role is crucial in ensuring accurate and compliant execution of transactions and will involve working with various internal and external partners.


Responsibilities:


• Support the day-to-day operations of the institutional municipal underwriting desk, including the processing of customer credit applications and maintaining accurate customer credit records.

• Input new issue information into the relevant database and coordinate good faith and closing wires.

• Order CUSIPs for competitive and negotiated deals, ensuring accuracy of deal data and ticket information.

• Review deal file checklist for all transactions and prepare deal files for closure.

• Assist in the reviewing of official statements, bond purchase agreements, issue price certificates, and closing memos as needed.

• Distribute offering material for competitive and negotiated offerings.

• Maintain adherence to firm policies and procedures, and support broader Operations and Capital Markets initiatives.

• Conduct continuing disclosure lookbacks on Issuers for negotiated or competitive underwritings.

• Complete Form G-32 Filings and assist with Risk and Audit requests and inquiries.

• Work with sales and trading desk to ensure smooth execution of transactions including interacting with operations.

• Assist with recordkeeping, revenue tracking, and expenses for all transactions.

• Proficiency in Automated Underwriting System
• Experience with Calyx and Calyx Point
• Familiarity with CRM systems
• Strong data processing skills
• Knowledge of About Time software
• Understanding of appraisal processes
• Experience with closing processes in municipal operations
• Excellent communication skills, both verbal and written
• Knowledge of compliance regulations in municipal operations

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