Public Finance Coordinator

Milwaukee, WI - USA

Monthly Salary: Not Disclosed

Posted on: 20 hours ago

Vacancies: 1 Vacancy

Job Summary

About the Role:
We are seeking an outgoing talented and motivated individual to join our Public Finance team as a Public Finance Coordinator. The ideal candidate will be a collaborative team player who supports the deal team in executing key tasks throughout the deal process. This role requires a strong willingness to learn critical thinking skills and the ability to navigate a variety of responsibilities within the Public Finance functionwhile ensuring compliance with industry regulations.

The Impact Youll Make:

Collaborate closely with all team members throughout the deal lifecycle actively contributing as a team player and taking initiative as needed. Key responsibilities include coordinating legal marketing and compliance materials for day-of-pricing procedures; tracking deal progress; preparing and maintaining financial documentation; updating electronic deal files and departmental databases; and identifying opportunities to automate routine processes.
Maintain clear and consistent communication regarding required regulatory documentation throughout the deal process to ensure full compliance with applicable rules and regulations and to support the successful settlement of transactions.
Perform advanced word processing proofreading and editing across database and spreadsheet applications including the preparation of proposals presentations charts reports and deal-specific documentation. Review numerical data edit team members work and conduct basic calculations to ensure accuracy and clarity.
Independently research gather and compile documents and data for both recurring and ad hoc reports sourcing information from various internal and external platforms. Analyze data to ensure accuracy and alignment with expected outcomes.
Proofread and edit written materials to ensure correct grammar spelling punctuation and clarity of content. A working knowledge of the business is essential with on-site training available to support role-specific knowledge development.
Handle incoming telephone inquiries by providing information or directing callers to the appropriate team members requiring a strong understanding of departmental functions. Plan coordinate and arrange departmental activities such as client meetings and luncheons. Manage logistics for conferences including team schedules presentation submissions and creation of marketing materials. Ensure proper marketing and personnel representation at industry-specific conferences conventions and events.
Perform additional responsibilities and special projects as assigned to support team objectives and organizational priorities.

What Youll Bring to Baird:

Associate or Bachelors degree required; 02 years of relevant industry experience.
Advanced proficiency in Microsoft Office Suite including Word Excel Access PowerPoint and Outlook with a strong emphasis on Excel. Ability to quickly learn and adapt to industry-specific software applications.
Strong grammar editing and proofreading skills required with keen attention to detail and a proactive positive attitude.
Proven ability to prioritize and manage multiple tasks simultaneously often under pressure and tight deadlines.
Willingness and flexibility to work additional hours as needed to ensure timely completion of tasks and smooth execution of the deal process.
Ability to manage peak workloads and multiple assignments while maintaining accuracy and reliability. Self-motivated with the ability to take initiative and work independently on most tasks.

#LI-TA3

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:

About the Role:We are seeking an outgoing talented and motivated individual to join our Public Finance team as a Public Finance Coordinator. The ideal candidate will be a collaborative team player who supports the deal team in executing key tasks throughout the deal process. This role requires a str...

The Impact Youll Make:

Collaborate closely with all team members throughout the deal lifecycle actively contributing as a team player and taking initiative as needed. Key responsibilities include coordinating legal marketing and compliance materials for day-of-pricing procedures; tracking deal progress; preparing and maintaining financial documentation; updating electronic deal files and departmental databases; and identifying opportunities to automate routine processes.
Maintain clear and consistent communication regarding required regulatory documentation throughout the deal process to ensure full compliance with applicable rules and regulations and to support the successful settlement of transactions.
Perform advanced word processing proofreading and editing across database and spreadsheet applications including the preparation of proposals presentations charts reports and deal-specific documentation. Review numerical data edit team members work and conduct basic calculations to ensure accuracy and clarity.
Independently research gather and compile documents and data for both recurring and ad hoc reports sourcing information from various internal and external platforms. Analyze data to ensure accuracy and alignment with expected outcomes.
Proofread and edit written materials to ensure correct grammar spelling punctuation and clarity of content. A working knowledge of the business is essential with on-site training available to support role-specific knowledge development.
Handle incoming telephone inquiries by providing information or directing callers to the appropriate team members requiring a strong understanding of departmental functions. Plan coordinate and arrange departmental activities such as client meetings and luncheons. Manage logistics for conferences including team schedules presentation submissions and creation of marketing materials. Ensure proper marketing and personnel representation at industry-specific conferences conventions and events.
Perform additional responsibilities and special projects as assigned to support team objectives and organizational priorities.

What Youll Bring to Baird:

Associate or Bachelors degree required; 02 years of relevant industry experience.
Advanced proficiency in Microsoft Office Suite including Word Excel Access PowerPoint and Outlook with a strong emphasis on Excel. Ability to quickly learn and adapt to industry-specific software applications.
Strong grammar editing and proofreading skills required with keen attention to detail and a proactive positive attitude.
Proven ability to prioritize and manage multiple tasks simultaneously often under pressure and tight deadlines.
Willingness and flexibility to work additional hours as needed to ensure timely completion of tasks and smooth execution of the deal process.
Ability to manage peak workloads and multiple assignments while maintaining accuracy and reliability. Self-motivated with the ability to take initiative and work independently on most tasks.

#LI-TA3

Required Experience:

Key Skills

Office Manager Experience
Presentation Skills
Accounts Receivable
Dentrix
Organizational skills
Ellucian
QuickBooks
Accounting
Dental Receptionist
Dental Office Experience
Financial Management
Bookkeeping

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About Company

Baird

Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.

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