<p>ESSENTIAL DUTIES AND RESPONSIBILITIES</p> <ul> <li>Maintain daily assigned inventories with regard to position and activity. Research any out of balance trade/system problems. </li><li>Create managed deals in Ipreo and Bloomberg for pricing day. Send out appropriate wires during and after pricing date. </li><li>Distribute and post to sales all pre-deal documents via Bloomberg and internal e-mail. </li><li>Maintain and report all competitive deal results to accounting and trading desk. </li><li>Distribute underwriting liability (balance) information to accounting department on daily basis. </li><li>Enter municipal underwriting buy/sell tickets as required. Match tickets for trading and underwriting inventories. </li><li>Distribute calendar weekly for upcoming underwriting deals, competitive or negotiated. </li><li>Maintain regulatory files for all municipal underwritings </li><li>Assist in answering telephones </li><li>Perform other tasks as requested by management. </li></ul> <p>EDUCATION AND/OR EXPERIENCE</p> <ul> <li>Bachelor's degree in a related field. </li><li>1-2 years of related experience and/or training. </li><li>Equivalent combination of education and experience. </li></ul> <p>KNOWLEDGE, SKILLS, AND ABILITIES</p> <ul> <li>Excellent verbal, written and organizational skills and strong attention to detail. </li><li>Self-motivated with the ability to work independently in a fast-paced environment. </li><li>Ability to prioritize and handle multiple tasks simultaneously. </li><li>Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action. </li><li>Process management skills. </li><li>Establish and maintain effective working relationships at all levels of the organization. </li><li>Proficient in Microsoft Office Suite or similar software, Ipreo and Bloomberg with the ability to learn and utilize other industry specific software as required </li><li>Ability to maintain confidentiality. </li><li>Demonstrated reliability in attendance and work performance. </li><li>Typing, alpha/numeric data entry. </li><li>Attention to detail with emphasis on accuracy and quality. </li></ul> <p>CERTIFICATES, LICENSES, REGISTRATIONS</p> <ul> <li>SIE - Securities Industry Essentials </li><li>Series 7 - General Securities Representative within 6 months. </li><li>Series 63 - State Law Exam within 6 months. </li></ul>