Public Finance Coordinator

Reposted 9 Days Ago
Be an Early Applicant
Milwaukee, WI, USA
In-Office
Entry level
Fintech
The Role
Support public finance deal teams by coordinating legal, marketing, and compliance materials; maintaining deal files and databases; preparing proposals, reports, and presentations; proofreading; researching and compiling data; managing logistics for meetings and conferences; and assisting with ad hoc projects to ensure regulatory compliance and smooth transaction settlement.
Summary Generated by Built In

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 function—while ensuring compliance with industry regulations.

The Impact You’ll 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 You’ll Bring to Baird:

  • Associate or Bachelor’s degree required; 0–2 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.

Top Skills

Microsoft Access
Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word
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The Company
HQ: Milwaukee, WI
4,040 Employees
Year Founded: 1919

What We Do

Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.

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