Financial Analyst - Public Finance

Are you a driven individual seeking a clear path to a rewarding career in Public Finance? Do you thrive in a dynamic environment where your analytical skills directly impact communities and infrastructure? If so, we want to hear from you!

Baird is seeking a talented Financial Analyst to join our team. This isn't just another analyst role - it's a launchpad. We're committed to developing our team members and providing a structured pathway for an ambitious individual to grow into a Public Finance Banker.

As a Financial Analyst You Will

• Assist in research and development of financing and long-term strategic plans that meet the client’s unique goals and objectives
• Generate preliminary financing scenarios and prepare summaries, presentations and memos for clients using Excel, DBC, Word, and/or PowerPoint
• Gather, analyze, and summarize economic and financial information and trends
• Prepare presentations to clients/issuers, credit rating agencies, governing bodies, bondholders and other key stakeholders
• Utilize strong communication abilities with working group professionals, both internal (underwriters, investment bankers and/or financial advisors) and external (clients/issuers, bond counsel, bidders) to facilitate bond transactions
• Create agendas and participate in working group calls or meetings
• Coordinate bond sale process including detailed timelines, sale, and closing/funding
• Compile demographic and debt information for municipal bond disclosure documents
• Assist with the review of legal and offering documents for bond offerings
• Draft requests for proposals for clients/issuers and assist in summarizing and evaluating resulting proposals
• Draft responses to requests for proposals to acquire new clients
• Ensure transaction details are recorded properly in department database, organize and submit electronic deal files, and other data management and regulatory compliance related tasks
• Perform Continuing Disclosure due diligence and assist client in complying with Securities and Exchange Commission (SEC) Rule 15c2-12, if necessary
• Assists in required Municipal Securities Rulemaking Board (MSRB) Electronic Municipal Market Access (EMMA) filings, if necessary
• Performs other duties as assigned
  
  

What Makes This Opportunity Great

• Mentorship and development: We provide dedicated mentorship and training to help you develop the skills and knowledge necessary to excel in Public Finance Banking. You'll work closely with experienced Bankers who are invested in your success.
• Clear career path: We've established a structured career progression where your hard work and dedication will be recognized and rewarded.
• Impactful work: Contribute to projects that have a tangible impact on communities and shape the future of public infrastructure.
  
  

What We Look For

• Bachelor’s degree or equivalent combination of education with 2 year’s relevant experience preferred
• Must obtain relevant FINRA licenses (SIE, 50, 52, 63) or ability to obtain licensing within 12 months.
• Sound mathematical, statistical, computational, analytical and research abilities
• Ability to gather and analyze necessary data to identify relevant issues, accurately define the objective and formulate and evaluate alternatives to recommend a solution
• Proficient in Microsoft Word and Excel; working knowledge of financial functions, formulas, macros, etc.
• Exceptional attention to detail and strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines
• Ability to work, travel, and attend meetings outside normal business hours
  
  

#DI

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.