Fixed Income Underwriting Specialist – Municipal Bonds

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function

We are seeking a Fixed Income Underwriting Specialist – Municipal Bonds to join the Fixed Income Capital Markets division in Denver, CO and Omaha, NE. The ideal candidate will bring strong analytical and communication skills, a high degree of emotional intelligence, and the ability to thrive in a fast-paced, highly collaborative environment.

Proactive, analytical approach with the ability to process information quickly and accurately and make sound decisions under tight deadlines.

Excellent interpersonal, communication, presentation, and project management skills, with a strong ability to collaborate.

Proficient computer skills and ability to learn new systems or programs as needed; strong Excel skills are a plus.

1–3 years of experience preferred; experience in trade support or fixed income is a plus.

FINRA Series 52 license required within 90 days of employment; SIE, Series 7, and Series 63 required within 6 months.

Research industry and financial market trends, run data queries, and analyze information requested by internal and external partners.

Process trades accurately across trading systems; research, analyze, and resolve related issues using appropriate tools and resources.

Partner with Accounting to ensure deals are posted correctly, provide month-end information, and deliver profit/loss reports to support accurate trade posting.

Support the marketing of the firm’s municipal bond underwritings.

Coordinate with Public Finance Bankers and Sales Representatives to support information flow for marketing and pricing new issues.

Develop and maintain knowledge of each issue’s structure and unique features; review bond documents for accuracy and timely information sharing during marketing, including preparation of selected new-issue materials as needed.

Support Underwriting Desk objectives and contribute to firm profitability by providing insight on scales, the municipal market, trades, and inventories.

Participate in special projects and perform other duties as assigned, including backing up department roles or training new personnel when needed.

Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.