Fixed Income Junior Underwriter
$105,000–$150,000 year
On-siteSan Francisco, California, United States
Job Summary
Support the California municipal underwriting desk with daily market tracking, new issue execution, and transaction-related administrative tasks. Assist the Senior Underwriter with Ipreo responsibilities, proofing wires, and compiling allocation sheets while preparing concise credit summaries for competing bond sales. Monitor daily market trends, investor demand, and pricing dynamics to support scale-writing and transaction positioning. Collaborate with banking analysts to gather market data for RFP responses and assist in preparing materials for client discussions. Attend 5:00 a.m. PT underwriting calls Monday through Thursday and participate in weekly banker calls. Maintain flexibility during active pricing periods and elevated market activity.
Required Qualifications
- Attendance at 5:00 a.m. PT underwriting calls, Monday through Thursday, at 50 California Street
- Participation in the Monday California banker call (8:30 a.m. PT) and the national banking call (9:00 a.m. PT)
- Maintain flexibility during active pricing periods and periods of elevated market activity
- Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, or a related field
Desired Qualifications
- 2 years of relevant experience
- Strong interest in municipal finance and fixed income
- Proficiency in Microsoft Excel, Word, and PowerPoint
- Outgoing, confident, and persuasive communicator
- High attention to detail, strong organizational skills, and the ability to manage multiple tasks under time-sensitive deadlines
- Series 52, Series 7, or other securities licenses
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