Fixed Income Underwriting Specialist – Municipal Bonds

D.A. Davidson Companies

Fixed Income Underwriting Specialist managing Municipal Bonds for the Fixed Income Capital Markets division. Conducting analysis, processing trades, and supporting marketing and profitability initiatives.

Posted 6/29/2026full-timeOmaha • New York • 🇺🇸 United StatesMid-LevelSenior💰 $34 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical skills and the ability to process financial data accurately while collaborating effectively with internal and external partners. Proficient in trade support and knowledgeable in municipal bond underwriting processes.

Highest-signal resume keywords

FINRA Series 52 LicenseTrade Support ExperienceFixed Income KnowledgeExcel ProficiencyAnalytical Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisTrade ProcessingFinancial Market ResearchProfit/Loss ReportingBond Document Review

Soft Skills

Interpersonal SkillsCommunication SkillsPresentation SkillsProject Management SkillsCollaboration Skills

Certifications & Qualifications

FINRA Series 52 LicenseSIESeries 7Series 63

Industry Keywords

Municipal Bond UnderwritingPublic FinanceTrade SupportFinancial Market TrendsProfitability Analysis

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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.