Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

Now is a great time to join our Public Finance team at Baird as we continue to grow! We are seeking an outgoing, talented, and motivated individual to join our Milwaukee, WI Public Finance team as a Public Finance Coordinator.  The ideal candidate will have a “team focus” while supporting the banking team in performing critical deal process tasks.  This role requires a willingness to learn and the ability to think critically about multiple and diverse functions within the Public Finance team, while maintaining adherence to industry regulations. 

As a Public Finance Coordinator, you will:

  • Work closely with all team members throughout the deal process. Actively participate as a member of the team and take on duties as needed. Responsibilities include deal tracking, preparing financial information, invoicing, tracking expenses, updating the electronic deal file and department database, organizing conference calls.

  • Coordinate necessary regulatory documentation as part of the deal process to ensure compliance with rules and regulations.

  • Communicate consistently and clearly regarding necessary regulatory documentation as part of the deal process to ensure compliance with rules and regulations and successful settlement of deals.

  • Perform advanced word processing, proofreading, and editing to database and spreadsheet applications including proposals, presentations, charts, reports and deal specific documentation.  Work with numbers, edit work of team members, and perform basic calculations.

  • Independently research, collect and compile documents and data for special and regular reports, and gather data from various sources. Analyze data to ensure results are consistent with expectations.

  • Proofread and correct written material for correct grammar, spelling, punctuation, and content. A working knowledge of the business is important and training can be provided on site.

  • Assist with general travel arrangements and expense reports

  • Answer incoming telephone calls; provide information or refer caller to the proper staff; answer inquiries requiring knowledge of the department’s overall function. Plan, coordinate, and arrange for various departmental functions (client meetings, luncheons, etc.). Coordinate conferences, team member schedules, submission of presentations and creation of marketing pieces.  Ensure marketing and personnel coverage at industry-specific conferences, conventions, and events.

What makes this opportunity great:

  • Work alongside our talented team in Milwaukee.

  • Fast paced environment that will enable you to grow as a professional.

  • Team of associates passionate about achieving great results for clients and giving back to the communities where we live and work.

  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

What we look for:

  • Bachelor’s degree with 0-2 years of industry experience.

  • Advanced computer skills including Word, Excel, Access, PowerPoint, and Outlook with an emphasis on Excel knowledge and training.  Ability to learn specific industry software.

  • Excellent grammar, editing and proofing skills required.  Attention to detail and positive can-do attitude a must.

  • Ability to prioritize and handle multiple tasks simultaneously, often under pressure and/or short deadlines.

  • Willingness and ability to work additional hours as needed to ensure work is completed in a timely fashion and deal process is seamless.

  • Ability to tolerate peak workloads, multiple assignments and produce results with accuracy and reliability. Ability to initiate action and work independently on most tasks.

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Commitment to Inclusion & Diversity

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. Learn more here.

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