Work collaboratively with various groups within the Municipal Products Group including Investor Finance, Public Finance, Municipal Cash Sales & Trading, and Municipal Derivative Marketing & Trading
Perform credit risk management and asset surveillance support
Assist in reviewing and monitoring credits and exposures.
Maintain ongoing credit files, track rating updates, and prepare supporting credit summaries.
Support the booking and lifecycle management of financing workflows including
executing new trades, add-ons, and terminations / unwinds.
Coordinate with Middle Office, Operations, and Finance to ensure accurate trade capture and reconciliation.
Upload, organize, and maintain transaction files
Assist with revenue tracking and reconciliation, especially for gain‑share arrangements and other structured revenue components.
Partner with Finance and control groups to resolve breaks and support month‑ and quarter‑end processes
Maintain a client activity tracker
Prepare marketing presentations, internal pitch materials, and investor‑facing content.
Build analytical exhibits and transaction summaries for financing discussions and investor updates.
Assist in maintaining dashboards and recurring reporting tools.

2+ years of Securities Sales Trading experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Strong organizational, interpersonal, verbal and written communication skills
Ability to develop and maintain strong relationships with internal and external clients.
Demonstrated ability to manage large sets of complex data
Some experience with programming languages including Python desirable
High attention to detail and accuracy
An energetic self-starter who is detail-oriented with strong quantitative skills and enjoys working in a team environment; ability to work with little direct supervision and thrive in a high energy environment.
Very comfortable and efficient in Excel. Experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors.
Analytical thinker. Able to make decisions and recommendations that are well reasoned.

Associate, Municipal Desk Securities Sales Trading

Key skills