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Job Snapshot
-
Employee Type:
Full-Time -
Location:
New York, NY -
Experience:
Not Specified -
Date Posted:
12/11/2024
Job Description
Job Summary
Job Summary
Under limited supervision, uses specialized knowledge and skills in the municipal bond market obtained through training, certification and experience. Guidance is provided to perform varied work of substantial variety and complexity, requiring evaluation, originality and ingenuity in making moderately complex decisions. Recommends solutions to complex problems.
Essential Duties and Responsibilities
Essential Duties and Responsibilities
%26middot; Monitors municipal bids coming into the Bonddesk system to make sure they are fair and reasonable before sending through the retail account representatives.
%26middot; Ensures any trades that do not fill automatically on the system get executed in a timely manner.
%26middot; Responds to questions from account representatives pertaining to bids they are inquiring about.
%26middot; Tracks and confirms transactions to ensure accuracy.
%26middot; Advises others in resolving complex problems and issues.
%26middot; Accesses, interprets and applies market and client information; prioritizes flow of information; and communicates to appropriate personnel.
%26middot; Maintains currency in organizational and industry current events and best practices.
%26middot; Performs other duties and responsibilities as assigned.
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
%26middot Industry regulations related to the municipal bond trading desk.
%26middot Commonly used securities industry practices and procedures.
%26middot Concepts, principles and practices of municipal bond trading.
%26middot Market levels, including accuracy of bids.
%26middot Financial markets and products.
Skill in
%26middot Responding professionally to inquiries and researching and resolving problems in a timely manner.
%26middot Attending to detail while ensuring quality standards are met without impacting workflow.
%26middot Developing and maintaining effective workflow processes.
%26middot Using standard office equipment and required software applications for electronic communication, spreadsheets and databases.
Ability to
%26middot Communicate effectively, both orally and in writing
%26middot Provide a high level of customer service, including demonstrating sensitivity to customer needs and responding proactively.
%26middot Identify pertinent information and determine the potential impact on decisions and actions of the assigned functional area.
%26middot Use independent judgment in making decisions.
%26middot Work independently as well as collaboratively within a team environment.
%26middot Organize and prioritize multiple tasks and meet deadlines.
%26middot Establish and maintain effective working relationships with others.
%26middot Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Educational/Previous Experience Requirements
Education/Previous Experience
%26middot Bachelor%26rsquos Degree.
%26middot OR ~
%26middot Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Licenses/Certifications
%26middot SIE required provided that an exemption or grandfathering cannot be applied.
%26middot FINRA Series 7 License, or the ability to obtain within ninety (90) days of hire.
Travel
Travel Required: Up to 15%
Travel Required: Yes
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
