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Underwriting Assistant

Baird
Baird Salary
Milwaukee, WI Full Time
POSTED ON 2/20/2025
AVAILABLE BEFORE 5/19/2025

We are seeking a detailed oriented individual who thrives in a fast-paced environment and excels at multi-tasking to join our Municipal Underwriting desk as an Underwriting Specialist. The candidate will support all functions of the institutional municipal underwriting desk on competitive offerings and operational tasks with respect to the desks day-to-day functions.

As an Underwriting Specialist you will :

  • Work closely with Municipal Underwriters to help ensure the best execution of new competitive Municipal Bond issues.
  • Support Competitive Underwriters with respect to their day-to-day operations.
  • Complete time sensitive day of purchase activities including ordering CUSIPs, communicating with Municipal Advisor / Bond Counsel, correspond with Treasury department, etc.
  • Reviews closing documents to ensure accuracy.
  • Process deal related invoices.
  • Prepare and finalize deal files in accordance with regulatory requirements.
  • Works alongside our compliance group to ensure the Underwriting desk's day-to-day operations are compliant with Baird and Industry procedures.
  • Perform other duties as assigned.

What makes this opportunity great :

  • Compelling career working side-by-side with the best in the business.
  • Fast paced environment that will enable you to grow as a professional.
  • Opportunity for a 4 day work week.
  • What we look for :

  • Associates or Bachelor's degree.
  • A demonstrated ability to work in a fast-paced environment, ability to manage changing priorities with accuracy and detail orientation a must.
  • Attention to detail and positive can-do attitude a must. Strong inter-personal skills with a focus on client service. Excellent grammar, editing and proofing skills required.
  • Advanced computer skills including Word, Excel, Access, Power Point and Outlook. Ability to learn specific industry software.
  • Ability to prioritize and handle multiple tasks simultaneously, often under pressure and / or short deadlines.
  • Willingness and ability to work additional hours as needed to ensure work is completed in a timely fashion and deal process is seamless.
  • Ability to tolerate peak workloads, multiple assignments and produce results with accuracy and reliability. Ability to demonstrate a calm demeanor and retain composure in stressful situations. Ability to initiate action and work independently on most tasks.
  • LI-TA3

    LI-ONSITE

    Commitment to Inclusion & Diversity

    Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

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