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Heitmeyer Consulting
Financial Operations Analyst

Financial Operations Analyst

Hybrid

Chicago, United states

Freelance

17-11-2025

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Skills

Communication Problem-solving Sales Attention to detail Effective Communication

Job Specifications

Our large financial client is seeking a qualified Municipal Syndicate Operations Analyst for an exciting contract to hire opportunity.

Location: Columbus, OH, or Chicago, IL

Municipal Syndicate Operations Analyst

Summary:

Responsible for supporting the processing, execution, and settlement of competitive and negotiated municipal underwriting deals. This role works closely with underwriters, bankers, sales, operations, and external partners to ensure accurate, timely, and compliant transactions.

Key Responsibilities:

Manage deal setup, data entry, CUSIP orders, and system updates (Ipreo, Bloomberg, Deals Database).
Coordinate good faith notifications, wires, offering materials, and closing documentation.
Process MSRB G-11 syndicate and private placement settlements.
Ensure compliance with regulatory filings (e.g., Form G-32) and firm policies.
Support revenue tracking, recordkeeping, audits, and risk inquiries.

Qualifications:

5+ years in municipal underwriting, fixed income, or broker-dealer operations.
Proficiency with Bloomberg TOMS, Ipreo Bookrunning, and Microsoft Office (Excel).
Strong attention to detail, organizational, and problem-solving skills.
Effective communication and ability to manage multiple priorities.
FINRA Series 52 (or ability to obtain within 6 months).

About the Company

Heitmeyer Consulting helps banks and insurance companies across the U.S. and Canada deliver on their business, operations, and technology initiatives through Advisory & Consulting Services and Strategic Staffing Services. We leverage our network of banking and insurance professionals and deep internal subject matter expertise to serve the Banking, Insurance, Asset Management, Investment Management, and Fintech segments. ADVISORY & CONSULTING SERVICES Bank Consulting: * M&A * Transformation * Payments * Lending * Treasury * F... Know more