Underwriter I, CSG
Company: EDWARD JONES
Posted on: May 14, 2022
At Edward Jones, we help clients achieve their serious,
long-term financial goals by understanding their needs and
implementing tailored solutions. To ensure a personal client
experience, we have located our 14,000+ branch offices where our
more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with
clients face-to-face and one branch office administrator who
enhances the team's ability to build deep relationships with
clients. Headquarters associates in St. Louis and Tempe provide
support and expertise to help U.S. and Canada branch teams deliver
an ideal client experience. Edward Jones currently has more branch
offices than any other financial services firm, and we continue to
grow to meet the needs of long-term individual investors.
--- Price and market competitive co-managed municipal underwritings
and assist with lead/sole-managed deals
--- Effectively identify capital commitment opportunities in the
new issue market and manage the risk associated with low to
moderate retail-structured municipal bonds.
--- Ensure compliance with all policies and procedures to meet firm
and regulatory requirements.
--- Improve client service excellence delivery, identifying trends
and best practices accordingly, in alignment with human centered
complete wealth management
--- Effectively communicate and collaborate with all parties
associated with a competitive underwriting syndicate by giving
feedback on new issue scales
--- Advanced application of capital markets analytics, including
economic and credit impacts
--- Effective application of underwriting systems and related tools
(for example, IPREO , Bloomberg, and 3 rd party electronic trading
--- Advanced ability to understand, evaluate and appropriately
respond to changing market conditions and industry trends
--- Advanced application of internal and external trading systems
and related tools, including testing, troubleshooting, and
development where appropriate
--- Provide general training and guidance to other traders,
including product, service, systems, and regulatory insights, on
the team level
--- Build the depth and breadth of internal networks across key
stakeholders to support trading floor initiatives and align with
broader firm efforts
--- Improve operational excellence initiatives to scale the
quantity and quality of individual security workflows
B.A./B.S. degree in business, economics, finance, or quantitative
--- Successful completion of Trader I responsibilities or
equivalent industry experience
--- 3+ years capital markets (underwriting, investment banking, or
trading) experience required.
--- CFP, MBA, CFA, CPA or working towards designation(s)
--- Series 7 and 66 required; additional desk specific licenses are
required within 6 months (based on corresponding testing
- FORTUNE 2020 - Edward Jones was named No. 7 on the 2020 FORTUNE
100 Best Companies to Work For - list.
- From FORTUNE -2020 FORTUNE Media IP Limited. All rights
reserved. Used under license. FORTUNE and FORTUNE 100 Best
Companies to Work For are registered trademarks of Fortune Media IP
Limited and are used under license. FORTUNE and Fortune Media IP
Limited are not affiliated with, and do not endorse products or
services of, Edward Jones Investments.
- Edward Jones Ranked No. 6 of the 100 best workplaces for
millennials by Great Place to Work and FORTUNE Magazine.
- 2020 Corporate Equality Index - Edward Jones joins the ranks of
680 major U.S businesses that received top marks in the HRC
Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
- Edward Jones named a top company for training, ranking No. 25
on Training magazine's 2020 Training Top 125 list - the highest
ranking among the financial-services industry!
- Financial services firm Edward Jones has been named one of the
2019 Best Workplaces for Parents by Great Place to Work and FORTUNE
magazine. The firm ranked No. 5 on the list of 50 companies, up two
spots from last year.
- The Best Workplaces for Parents list is one of a series of
rankings by Great Place to Work and FORTUNE based on employee
feedback from Great Place to Work-Certified--- organizations.
Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work
for in 2019 list, the firm's 20th appearance on the list. The firm
also was ranked the No. 1 Best Workplace in Financial Services &
Insurance and the No. 6 Best Workplace for Millennials by Great
Place to Work and FORTUNE. Edward Jones does not discriminate on
the basis of race, color, gender, religion, national origin, age,
disability, sexual orientation, pregnancy, veteran status, genetic
information or any other basis prohibited by applicable law.
At Edward Jones, we value and respect our associates and their
contributions, and we recognize individual efforts through a
rewards program that promotes a long-term career, financial
security and well-being. Visit our career site to learn more about
our total compensation approach, which in addition to base salary,
typically includes benefits, bonuses and profit sharing. The salary
range for this role is based on national data and actual pay is
based on skills, experience, education, and other relevant factors
for a potential new associate:
Salary: $76798 - $130764
Keywords: EDWARD JONES, Scottsdale , Underwriter I, CSG, Other , Scottsdale, Arizona
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