Public Finance Banker

3 weeks ago


Dallas, United States Robert W. Baird & Co. Full time

We are seeking an experienced, motivated, and talented individual to join our firm as a Public Finance Banker. Public Finance Bankers work as an integral part of the Public Finance Team, fostering new and existing client relationships. Possess a strong focus on client service, integrity, values, and trust. In collaboration with the team, aid in preparation of financial analysis, valuation work, strategic financial research, and complex modeling for materials used in client presentations or for upcoming transactions. This position offers the flexibility to work remotely or from one of our offices.

As a Public Finance Banker, you will:

  • Drive and lead transaction execution in collaboration with the Public Finance team including financial analysis, official statement review, presentation review and preparation, adhering to prescribed compliance/legal process and completion of regulatory deal files.
  • Has primary account coverage responsibility, generating minimum annual revenue of $1.5M for Managing Directors, $1.0M Directors, and $0.5M Associate Bankers. Ability to demonstrate a 3-5-year history of such revenues.
  • Work as an integral part of the Public Finance Team, responsibly leveraging national resources in quantitative analysis and marketing.
  • Prepare and/or review complex financial modeling, analyzing financial options available using a variety of financial tools, including variable and fixed rate debt, refunding, and restructurings.
  • Preparation of materials used in the sale, acquisition, and/or financing of clients.
  • Preparation of investment memoranda and management presentations.
  • Foster relationships with existing and potential clients to generate new business.
  • Participate in pitches and management presentation meeting.
What makes this opportunity great:
  • Compelling careers working side-by-side with the best in the business
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
What we look for:
  • Bachelor's degree in finance, accounting, business, economics, public administration, or related fields preferred.
  • Minimum 3 years of work experience within public finance sectors.
  • Relevant FINRA licenses (SIE, 50, 52, 63) or ability to obtain licensing within 6 months of hire. Series 7 is acceptable in place of Series 52, if obtained prior to November 7, 2011.
  • Strong existing client relationships with history of consistent revenue generation.
  • Excellent analytical, quantitative, and research skills.
  • Strong teamwork and personal productivity skills in a fast paced, high-pressure environment.
  • Excellent people skills demonstrating confidence, maturity, and social skills required to actively participate in developing and maintaining productive relationships with municipal executives.
  • Superb verbal, written, and presentation skills.
  • Ability to travel as needed.
  • Minimum of 4 years in a related quantitative role.

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.
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