Underwriting Assistant – Fixed Income Municipal Department (New York City) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Raymond James · 1 day ago

Underwriting Assistant – Fixed Income Municipal Department (New York City)

Raymond James is a financial services company that provides various investment solutions. The Underwriting Assistant supports the municipal underwriting team by coordinating and executing processes for municipal bond transactions, while also maintaining relationships with internal and external stakeholders.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Perform all operational and administrative functions related to managed and/or syndicated negotiated and competitive municipal underwritings
Update transaction information in various internal and external systems
Work with FI associates to maintain strong internal and external client relationships
Track rates and pricing adjustments; communicate changes to the sales force
Provide data and support to bankers for Requests for Proposals (RFPs) and Post-Sale Analyses
Keep syndicate members informed regarding pricing, allotments, and regulatory reporting for managed deals
Utilize third-party systems such as Bloomberg, Ipreo, BidComp, and NIIDs
Perform additional duties and responsibilities as assigned

Qualification

Fixed Income conceptsMunicipal regulatory requirementsBloombergMicrosoft OfficeCustomer serviceData analysisTime managementCommunication skills

Required

Bachelor's degree (preferred), or
High school diploma with a minimum of five years of administrative or operations support experience (Financial Services industry preferred), or
Equivalent combination of education, experience, and/or training approved by HR
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Preferred

Bachelor's degree
None required at hire
Series 52 and Series 63 expected within 1 year

Company

Raymond James

twittertwittertwitter
company-logo
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$1.5B
2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO

Leadership Team

leader-logo
Paul Shoukry
Chief Financial Officer
linkedin
leader-logo
James Sickling
COO - Fixed Income
linkedin
Company data provided by crunchbase