What are the responsibilities and job description for the Financial Analyst - Public Finance position at Robert W. Baird & Co.?
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 :
What we look for :
LI-TA3
LI-ONSITE
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.
