Financial Analyst

Work closely with our Special District Public Finance teams to develop, evaluate, and present detailed and creative financial plans for public or private sector clients related to their issuances of debt obligations, cash flow management, strategic planning, economic development and other matters. Interfaces with clients and working group members to coordinate the implementation of a financial plan, which could involve developing presentations of financial and economic data for credit rating agencies, potential bondholders, and other key stakeholders, evaluating market data, and coordinating of pricing and settlement of bonds.

• 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

• Bachelor’s degree or equivalent combination of education with 0-2 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.

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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.