Analyst, Securities Sales

• Provide comprehensive and consistent support to Municipal Sales, Trading, and Underwriting teams for delivery of quality service to MPG clients
• Identify and develop actionable trade ideas through continuous monitoring of market flows, pricing dynamics, and dislocations
• Proactively convey information across sales, trading, and clients to support timely and informed execution
• Formulate and present recommendations for clients, exercising independent judgment while developing expertise in policies, procedures, and compliance requirements
• Interact with internal and external customers and provide backup sales coverage for the Municipal Sales team
• Facilitate trade execution through timely and accurate entry of municipal trades across all required systems
• Enter and manage new issue orders in Ipreo in coordination with the sales and syndicate teams
• Monitor trades daily and coordinate with the internal settlement and trade allocation teams, as well as clients, to ensure accurate, timely trade execution and settlement
• Partner with the Municipal Middle Office team to proactively limit MSRB late trades
• Manage daily RTTM break resolution in coordination with the P&S group
• Create new customer accounts and manage onboarding and AML processes for new investor clients
• Complete requests from Compliance, AML, and Client Accounts business partners to update documentation and customer account information
• Maintain tracking of client engagement and value to support sales, coverage, and reporting initiatives
• Continuously identify opportunities for process improvements within Municipal Sales
• Support the sales team and broader business by completing ad hoc projects
• Continuously enhance municipal product knowledge through ongoing learning of new products, credit developments, and market trends

6+ months of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance
• MBA or CFA a plus
• Successfully passed FINRA examinations including the SIE, Series 7, Series 52, and Series 63 preferred
• Municipal industry experience preferred
• Proficient in Microsoft Office Suite with Excel capabilities
• Demonstrated knowledge of securities products and services
• Strong analytical skills with high attention to detail and accuracy
• Ability to work effectively independently, as well as in a team environment
• Highly motivated self‑starter with the ability to manage multiple priorities effectively
• Ability to work in a fast-paced deadline driven environment
• Excellent verbal, written, and interpersonal communication skills

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement