Public Finance Coordinator

Baird•Milwaukee, WI

About The Position

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.

Requirements

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.

Responsibilities

Collaborate closely with all team members throughout the deal lifecycle, actively contributing as a team player and taking initiative as needed.
Coordinate legal, marketing, and compliance materials for day-of-pricing procedures
Track deal progress
Prepare and maintain financial documentation
Update electronic deal files and departmental databases
Identify 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.
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.