Financial Analyst - Public Finance
Financial Analyst - Public Finance
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$ 70300 - 95000
1 Vacancy
Job Description
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 clients 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:
Bachelors 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:
$70300 -$95000 annual salary range.
Bonus potential up to 20% of base pay
Compensation and bonus are commensurate with experience performance and/or firm profitability
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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.
Required Experience:
IC
Employment Type
Full-Time
