• Job Description

  Req#: R2025710

  Work closely with our K-12 and municipal Public Finance team 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.

  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 we look for:

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

  Compensation and Benefits :

  • $70,300 -$95,000 annual salary range.

  • Bonus potential up to 20% of base pay

  • Compensation and bonus are commensurate with experience, performance and/or firm profitability

  • Check out our Total Rewards at Baird , which is a summary of our benefits and compensation

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  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.

• About the company

  Robert W. Baird & Co.

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