Municipal Underwriting Operations Manager

5 months ago


Chicago, United States Huntington National Bank Full time

Description

Summary:

Municipal Underwriting Operations Manager is responsible for the general operations of Huntington Securities, Inc. bond underwriting platform, with a particular focus on deal processing in the Municipal Securities. You will collaborate 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

Duties and Responsibilities:

Deal Processing

Input new issue information into Deals Database and Ipreo Municipal Bookbuild

Ensure accuracy of deal data and ticket information in Ipreo, Bloomberg, and Deals Database

Review official statements, bond purchase agreements, issue price certificates and closing memos as needed

Order CUSIPs for competitive and negotiated deals

Communicate pre-sale good faith notification emails to internal partners. Coordinate good faith and closing wires

Process MSRB G-11 Syndicate Settlements

Process Private Placements settlements

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

Preparing transaction reports for negotiated issues

Tracking revenue 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

Opportunity to expand to support Debt and Equity Capital Markets underwriting activity

Regulatory Submissions

Conduct continuing disclosure lookbacks on Issuers for negotiated or competitive underwritings

Complete Form G-32 Filings

Support Risk and Audit requests and inquiries

Basic Qualifications:

High School Diploma or Equivalent

5 or more years fixed income trading and/or fixed income operations experience

Series 52 License

Preferred Qualifications:

Bachelor's Degree

Series 7 license

Experience managing new issues across asset classes, with a focus on Municipal securities

Experience in fixed income securities

Proficient with Bloomberg TOMS and Ipreo Municipal Bookbuild

Ability to manage multiple priorities in a fast-paced environment; adaptive to change

Ability to create and foster strong partnerships with internal and external business partners

Detail oriented with strong organizational and time management skills to meet deadlines

Excellent critical thinking and problem solving skills to identify issues and assist with resolution.

Proven ability to lead continuous improvement efforts to maximize efficiencies and identify/correct process deficiencies

Strong written and verbal communication

Proficient with Microsoft Office products (Word, Excel, PowerPoint)

#LI-Hybrid


Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)

Yes

Workplace Type:

Office

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position



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