Public Finance Banker Leader

23 hours ago

Dallas, Texas, 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. As a key member of the Public Finance Team, you will play a pivotal role in fostering new and existing client relationships.

Key Responsibilities:
  • 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.
  • Develop and maintain primary account coverage responsibilities, generating a minimum annual revenue of $1.5M for Managing Directors, $1.0M Directors, and $0.5M Associate Bankers.
  • Work closely with the Public Finance Team, leveraging national resources in quantitative analysis and marketing to drive business growth.
  • 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.
  • Develop materials used in the sale, acquisition, and/or financing of clients.
  • Prepare investment memoranda and management presentations.
  • Foster relationships with existing and potential clients to generate new business.
  • Participate in pitches and management presentation meetings.
What Makes This Opportunity Great:
  • Collaborative work environment that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
Requirements:
  • 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.
  • 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.
Estimated Salary Range:

$150,000 - $250,000 per year

This is an estimate based on industry standards and may vary based on location, experience, and other factors.

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