1,727 Public Finance jobs in the United States
Public Finance Analyst
Posted today
Job Viewed
Job Description
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Stifel's industry leading Public Finance professionals perform investment banking services for city, state, and local government agencies, helping them raise capital to build and maintain essential infrastructure in the communities they serve. From some of the nation's largest states, cities, convention centers and economic development projects to rural school districts and small towns and nearly everything in between, our municipal banking and underwriting groups work with public and not-for-profit entities to develop and implement financing strategies that allow them to operate and optimize the important work they do.
Stifel's Public Finance team is seeking an Analyst to join our Conshohocken practice. Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours. Analysts participate in junior banker training with colleagues from offices located throughout the nation.
To learn more about our Public Finance Department - click here
What We're Looking For
•Developing and analyzing financial and debt models to support the marketing and execution of new municipal bond issues.
•Researching capital needs and financial structure of local government agency clients.
•Creating marketing and sales materials, attending client meetings, and acting as a point of contact for the finance team throughout the financing process.
•Performing debt profile analyses related to current and prospective public finance clients.
•Assisting with the preparation and delivery of client pitch books and requests for Proposals/Qualifications.
•Researching industry and financial market trends, running data queries and analyzing such data.
•Preparing memorandums describing financing ideas and opportunities, and case studies on completed transactions.
•Lead the internal processing of new issue financings
•Some travel expected
What You'll Bring
•Interest in public sector and municipal finance.
•Ability to multi-task, work independently and collaborate in teams.
•Knowledge, or ability to learn, web-based applications, and specialized information systems, including EMMA, Bloomberg, TM3, and DBC.
•Knowledge of finance and accounting principles.
•Ability to prepare and deliver clear, effective and professional presentations.
•Competence in clearly and effectively communicating in both oral and written formats.
Education & Experience
•Bachelor's degree in Finance or related field
•0-2 years of related experience
Licenses & Credentials
•Minimum Required: Series 50, 52, 63, or ability to obtain within 12 months from date of hire.
Systems & Technology
•Proficient in Microsoft Excel, Word, PowerPoint, Outlook
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About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Public Finance Analyst
Posted today
Job Viewed
Job Description
Stifel's industry leading Public Finance professionals perform investment banking services for city, state, and local government agencies, helping them raise capital to build and maintain essential infrastructure in the communities they serve. From s Finance Analyst, Finance, Analyst, Client Relations, Technology
Public Finance Analyst
Posted 3 days ago
Job Viewed
Job Description
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Stifel's industry leading Public Finance professionals perform investment banking services for city, state, and local government agencies, helping them raise capital to build and maintain essential infrastructure in the communities they serve. From some of the nation's largest states, cities, convention centers and economic development projects to rural school districts and small towns and nearly everything in between, our municipal banking and underwriting groups work with public and not-for-profit entities to develop and implement financing strategies that allow them to operate and optimize the important work they do.
Stifel's Public Finance team is seeking an Analyst to join our Denver practice. Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours. Analysts participate in junior banker training with colleagues from offices located throughout the nation.
To learn more about our Public Finance Department - click here
What We're Looking For
•Developing and analyzing financial and debt models to support the marketing and execution of new municipal bond issues.
•Researching capital needs and financial structure of local government agency clients.
•Creating marketing and sales materials, attending client meetings, and acting as a point of contact for the finance team throughout the financing process.
•Performing debt profile analyses related to current and prospective public finance clients.
•Assisting with the preparation and delivery of client pitch books and requests for Proposals/Qualifications.
•Researching industry and financial market trends, running data queries and analyzing such data.
•Preparing memorandums describing financing ideas and opportunities, and case studies on completed transactions.
•Lead the internal processing of new issue financings
•Some travel expected
What You'll Bring
•Interest in public sector and municipal finance.
•Ability to multi-task, work independently and collaborate in teams.
•Knowledge, or ability to learn, web-based applications, and specialized information systems, including EMMA, Bloomberg, TM3, and DBC.
•Knowledge of finance and accounting principles.
•Ability to prepare and deliver clear, effective and professional presentations.
•Competence in clearly and effectively communicating in both oral and written formats.
Education & Experience
•Bachelor's degree in Finance or related field
•0-2 years of related experience
Licenses & Credentials
•Minimum Required: Series 50, 52, 63, or ability to obtain within 12 months from date of hire.
Systems & Technology
•Proficient in Microsoft Excel, Word, PowerPoint, Outlook
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Compensation Range
Salary: USD $75,000.00/Yr. - USD $85,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit Applications are accepted until the position is filled.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Corporate/Public Finance Associate
Posted today
Job Viewed
Job Description
Location: Philadelphia, PA
Work mode: Hybrid
License Required: Must be Admitted in Pennsylvania
About:
Our client is seeking a results-driven public finance associate to join their Philadelphia office.The position involves advising clients such as states, municipalities, school districts, authorities, and 501(c)(3) organizations, as well as financial institutions, on a wide range of tax-exempt and taxable financings.This includes serving as bond counsel, underwriter's counsel, and borrower's counsel across various types of transactions.
Responsibilities:
- The desired candidate will have 4-6 years of experience representing a range of public and private entities in connection with the structuring and execution of complex finance transactions.
- The position involves advising clients such as states, municipalities, school districts, authorities, and 501(c)(3) organizations, as well as financial institutions, on a wide range of tax-exempt and taxable financings.
- This includes serving as bond counsel, underwriter's counsel, and borrower's counsel across various types of transactions.
- Experience with a wide range of transactional corporate matters is a plus.
- A strong academic background and excellent research, writing and communication skills are essential for this role.
- Candidates must be admitted to practice in the State of Pennsylvania.
Public Finance Associate - Minneapolis
Posted today
Job Viewed
Job Description
The following qualifications are required:
- A JD degree from an ABA-accredited law school
- Minnesota, Utah and/or Montana bar admission or the ability to become admitted in Minnesota, Utah and/or Montana
- Excellent critical thinking, analytical, and writing skills
- Proven interpersonal skills and ability to lead
- Sound organizational skills and attention to detail
- Strong academic performance and demonstrated commitment to success
For Minneapolis applicants only, the salary range for this position is $200,000 - $225,000. Pay is determined based on depth of experience in the practice area. The individual hired for this position may have the option of electing a lower billable-hours track with a proportional reduction in salary. Associates are eligible to participate in Dorsey's associate bonus program, subject to the program's conditions and restrictions.
Dorsey offers a collaborative and dynamic environment, with competitive compensation and excellent benefits. Our benefits are available to attorneys working 17+ hours/week along with their dependents, including spouses and domestic partners regardless of gender. Dorsey's benefits package includes: comprehensive medical insurance with coverage for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; basic and optional life insurance; short and long-term disability; flexible time off; up to 15 weeks of paid parental leave with up to an additional 6-8 weeks of paid short-term disability for attorneys who give birth; paid holidays; adoption assistance; healthcare, dependent care, and transportation pre-tax reimbursement accounts; back-up child and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program (certain offices); travel assistance program; 24/7 employee assistance program with access to five confidential visits with a licensed counselor at no cost. Where applicable, attorneys may be eligible for a discretionary bonus and/or a productivity bonus, clerkship bonus, relocation expenses, and bar review expenses. First-year associates are also eligible for a salary advance and bar review stipend. (Some benefits are subject to eligibility criteria and may result in taxable income to the recipient.)
You will receive consideration for employment without regard to race, color, creed, religion, ancestry, sex, national origin, sexual orientation, gender identity, affectional preference, disability, age, marital status, familial status, status with regard to public assistance, military or veteran status, or any other legally-protected status.
Dorsey participates in E-Verify.
About Dorsey
Clients have relied on the international law firm of Dorsey & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the United States as well as Canada, Europe and Asia, Dorsey provides an integrated, dedicated approach to its clients' legal and business needs. Dorsey's diverse client base includes more than one-third of Fortune 100 companies.
Our lawyers apply superb legal knowledge and skills with practical wisdom and a deep understanding of business and industry. We serve clients in nearly all industries, but focus on six key industries in which we have excellent depth and a history of achieving client success:
- Banking and Financial Institutions
- Development and Infrastructure
- Energy & Natural Resources
- Food, Beverage & Agribusiness
- Healthcare
- Technology
Among Dorsey's many distinguished alumni are U.S. Supreme Court Justice Harry Blackmun, noted law professor and scholar William Prosser, Minnesota's first woman judge Betty Washburn, former U.S. Vice President and Ambassador to Japan Walter Mondale, U.S. Senator Amy Klobuchar, former Corporation Counsel of the City of New York Zachary Carter, and U.S. Secretary of Agriculture Tom Vilsack. Recognized for our dedication to community, Dorsey has met the ABA Law Firm Pro Bono Challenge every year since the Challenge began in 1993 by devoting more than 3% of billable hours to pro bono work.
One of our greatest strengths is a friendly, cooperative culture that values and appreciates each individual. Dorsey has received external recognition for our welcoming workplace, including:
- Mansfield Certification Plus (Diversity Lab)
- Best Law Firms for Women (Seramount)
- 100% rating on the Corporate Equality Index (Human Rights Campaign)
- Top 100 Adoption-Friendly Workplace (Dave Thomas Foundation for Adoption)
How to Apply
Dorsey accepts online applications at We do not accept application materials by mail or email except as a reasonable accommodation for qualified disabled applicants. Dorsey is committed to providing disability and religious-based accommodations, as well as menopause, pregnancy, and lactation-related reasonable accommodations. If you require a reasonable accommodation in connection with the application or interview processes, or you have questions about a workplace reasonable accommodation, please contact us at .
We are accepting applications for this position until September 30, 2025.
Please note that Dorsey is not currently accepting search firm submissions in connection with this opening.
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Public Finance Associate - Missoula
Posted 7 days ago
Job Viewed
Job Description
The following qualifications are required:
- A JD degree from an ABA-accredited law school
- Minnesota, Utah and/or Montana bar admission or the ability to become admitted in Minnesota, Utah and/or Montana
- Excellent critical thinking, analytical, and writing skills
- Proven interpersonal skills and ability to lead
- Sound organizational skills and attention to detail
- Strong academic performance and demonstrated commitment to success
Dorsey offers a collaborative and dynamic environment, with competitive compensation and excellent benefits. Our benefits are available to attorneys working 17+ hours/week along with their dependents, including spouses and domestic partners regardless of gender. Dorsey's benefits package includes: comprehensive medical insurance with coverage for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan; basic and optional life insurance; short and long-term disability; flexible time off; up to 15 weeks of paid parental leave with up to an additional 6-8 weeks of paid short-term disability for attorneys who give birth; paid holidays; adoption assistance; healthcare, dependent care, and transportation pre-tax reimbursement accounts; back-up child and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program (certain offices); travel assistance program; 24/7 employee assistance program with access to five confidential visits with a licensed counselor at no cost. Where applicable, attorneys may be eligible for a discretionary bonus and/or a productivity bonus, clerkship bonus, relocation expenses, and bar review expenses. First-year associates are also eligible for a salary advance and bar review stipend. (Some benefits are subject to eligibility criteria and may result in taxable income to the recipient.)
You will receive consideration for employment without regard to race, color, creed, religion, ancestry, sex, national origin, sexual orientation, gender identity, affectional preference, disability, age, marital status, familial status, status with regard to public assistance, military or veteran status, or any other legally-protected status.
Dorsey participates in E-Verify.
About Dorsey
Clients have relied on the international law firm of Dorsey & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the United States as well as Canada, Europe and Asia, Dorsey provides an integrated, dedicated approach to its clients' legal and business needs. Dorsey's diverse client base includes more than one-third of Fortune 100 companies.
Our lawyers apply superb legal knowledge and skills with practical wisdom and a deep understanding of business and industry. We serve clients in nearly all industries, but focus on six key industries in which we have excellent depth and a history of achieving client success:
- Banking and Financial Institutions
- Development and Infrastructure
- Energy & Natural Resources
- Food, Beverage & Agribusiness
- Healthcare
- Technology
Among Dorsey's many distinguished alumni are U.S. Supreme Court Justice Harry Blackmun, noted law professor and scholar William Prosser, Minnesota's first woman judge Betty Washburn, former U.S. Vice President and Ambassador to Japan Walter Mondale, U.S. Senator Amy Klobuchar, former Corporation Counsel of the City of New York Zachary Carter, and U.S. Secretary of Agriculture Tom Vilsack. Recognized for our dedication to community, Dorsey has met the ABA Law Firm Pro Bono Challenge every year since the Challenge began in 1993 by devoting more than 3% of billable hours to pro bono work.
One of our greatest strengths is a friendly, cooperative culture that values and appreciates each individual. Dorsey has received external recognition for our welcoming workplace, including:
- Mansfield Certification Plus (Diversity Lab)
- Best Law Firms for Women (Seramount)
- 100% rating on the Corporate Equality Index (Human Rights Campaign)
- Top 100 Adoption-Friendly Workplace (Dave Thomas Foundation for Adoption)
How to Apply
Dorsey accepts online applications at We do not accept application materials by mail or email except as a reasonable accommodation for qualified disabled applicants. Dorsey is committed to providing disability and religious-based accommodations, as well as menopause, pregnancy, and lactation-related reasonable accommodations. If you require a reasonable accommodation in connection with the application or interview processes, or you have questions about a workplace reasonable accommodation, please contact us at .
We are accepting applications for this position until September 30, 2025.
Please note that Dorsey is not currently accepting search firm submissions in connection with this opening.
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Public Finance Associate - Missoula
Posted 7 days ago
Job Viewed
Job Description
Join to apply for the Public Finance Associate (#955) - Missoula role at Dorsey & Whitney LLP
Public Finance Associate (#955) - Missoula2 weeks ago Be among the first 25 applicants
Join to apply for the Public Finance Associate (#955) - Missoula role at Dorsey & Whitney LLP
Dorsey & Whitney LLP is seeking an associate with 0-3 years of experience to join the Public Finance team in our Minneapolis, Salt Lake City, or Missoula office. This attorney will have opportunities to represent issuers, borrowers, lenders and underwriters on a dynamic range of public finance transactions and to learn and advise clients on state and federal governmental and tax law issues.
The Following Qualifications Are Required
- A JD degree from an ABA-accredited law school
- Minnesota, Utah and/or Montana bar admission or the ability to become admitted in Minnesota, Utah and/or Montana
- Excellent critical thinking, analytical, and writing skills
- Proven interpersonal skills and ability to lead
- Sound organizational skills and attention to detail
- Strong academic performance and demonstrated commitment to success
You will receive consideration for employment without regard to race, color, creed, religion, ancestry, sex, national origin, sexual orientation, gender identity, affectional preference, disability, age, marital status, familial status, status with regard to public assistance, military or veteran status, or any other legally-protected status.
Dorsey participates in E-Verify.
About Dorsey
Clients have relied on the international law firm of Dorsey & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the United States as well as Canada, Europe and Asia, Dorsey provides an integrated, dedicated approach to its clients' legal and business needs. Dorseys diverse client base includes more than one-third of Fortune 100 companies.
Skills
Our lawyers apply superb legal knowledge and skills with practical wisdom and a deep understanding of business and industry. We serve clients in nearly all industries, but focus on six key industries in which we have excellent depth and a history of achieving client success:
- Banking and Financial Institutions
- Development and Infrastructure
- Energy & Natural Resources
- Food, Beverage & Agribusiness
- Healthcare
- Technology
One Of Our Greatest Strengths Is a Friendly, Cooperative Culture That Values And Appreciates Each Individual. Dorsey Has Received External Recognition For Our Welcoming Workplace, Including
- Mansfield Certification Plus (Diversity Lab)
- Best Law Firms for Women (Seramount)
- 100% rating on the Corporate Equality Index (Human Rights Campaign)
- Top 100 Adoption-Friendly Workplace (Dave Thomas Foundation for Adoption)
Dorsey accepts online applications at We do not accept application materials by mail or email except as a reasonable accommodation for qualified disabled applicants. Dorsey is committed to providing disability and religious-based accommodations, as well as menopause, pregnancy, and lactation-related reasonable accommodations. If you require a reasonable accommodation in connection with the application or interview processes, or you have questions about a workplace reasonable accommodation, please contact us at .
We are accepting applications for this position until September 30, 2025.
Please note that Dorsey is not currently accepting search firm submissions in connection with this opening.
Seniority level
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
- Industries Law Practice
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Assistant Director of Budget, Planning and Analysis, Operations and FinanceMissoula, MT $90,000.00-$110,000.00 1 week ago
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Financial Analyst - Public Finance
Posted today
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Job Description
Join to apply for the Financial Analyst - Public Finance role at Baird .
Are you a driven individual seeking a clear path to a rewarding career in Public Finance? Do you thrive in a dynamic environment where your analytical skills directly impact communities and infrastructure? If so, we want to hear from you!
Baird is seeking a talented Financial Analyst to join our team. This isn't just another analyst role - it's a launchpad. We're committed to developing our team members and providing a structured pathway for an ambitious individual to grow into a Public Finance Banker.
Work closely with our K-12 and General Markets (City/County/State) Public Finance teams to develop, evaluate, and present detailed and creative financial plans for public or private sector clients related to their issuances of debt obligations, cash flow management, strategic planning, economic development, and other matters. Interfaces with clients and working group members to coordinate the implementation of a financial plan, which could involve developing presentations of financial and economic data for credit rating agencies, potential bondholders, and other key stakeholders, evaluating market data, and coordinating of pricing and settlement of bonds.
As a Financial Analyst, You Will:
- Assist in research and development of financing and long-term strategic plans that meet the clients unique goals and objectives.
- Generate preliminary financing scenarios and prepare summaries, presentations, and memos for clients using Excel, DBC, Word, and/or PowerPoint.
- Gather, analyze, and summarize economic and financial information and trends.
- Prepare presentations to clients/issuers, credit rating agencies, governing bodies, bondholders, and other key stakeholders.
- Utilize strong communication abilities with working group professionals, both internal (underwriters, investment bankers, and/or financial advisors) and external (clients/issuers, bond counsel, bidders) to facilitate bond transactions.
- Create agendas and participate in working group calls or meetings.
- Coordinate bond sale process including detailed timelines, sale, and closing/funding.
- Compile demographic and debt information for municipal bond disclosure documents.
- Assist with the review of legal and offering documents for bond offerings.
- Draft requests for proposals for clients/issuers and assist in summarizing and evaluating resulting proposals.
- Draft responses to requests for proposals to acquire new clients.
- Ensure transaction details are recorded properly in department database, organize and submit electronic deal files, and other data management and regulatory compliance tasks.
- Perform Continuing Disclosure due diligence and assist clients in complying with SEC Rule 15c2-12, if necessary.
- Assist with required MSRB EMMA filings, if necessary.
- Perform other duties as assigned.
What Makes This Opportunity Great:
- Mentorship and development: We provide dedicated mentorship and training to help you develop the skills and knowledge necessary to excel in Public Finance Banking. You'll work closely with experienced Bankers who are invested in your success.
- Clear career path: We've established a structured career progression where your hard work and dedication will be recognized and rewarded.
- Impactful work: Contribute to projects that have a tangible impact on communities and shape the future of public infrastructure.
What We Look For:
- Bachelors degree or equivalent combination of education with 0-2 years of relevant experience preferred.
- Must obtain relevant FINRA licenses (SIE, 50, 52, 63) or ability to obtain licensing within 12 months.
- Sound mathematical, statistical, computational, analytical, and research abilities.
- Ability to gather and analyze necessary data to identify relevant issues, accurately define the objective, and formulate and evaluate alternatives to recommend a solution.
- Proficient in Microsoft Word and Excel; working knowledge of financial functions, formulas, macros, etc.
- Exceptional attention to detail and strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines.
- Ability to work, travel, and attend meetings outside normal business hours.
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.
Seniority level- Entry level
- Full-time
- Finance and Sales
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#J-18808-LjbffrFinancial Analyst - Public Finance
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Financial Analyst - Public Finance role at Baird
Join to apply for the Financial Analyst - Public Finance role at Baird
Work closely with our K-12 and municipal Public Finance team to develop, evaluate, and present detailed and creative financial plans for public or private sector clients related to their issuances of debt obligations, cash flow management, strategic planning, economic development and other matters. Interfaces with clients and working group members to coordinate the implementation of a financial plan, which could involve developing presentations of financial and economic data for credit rating agencies, potential bondholders, and other key stakeholders, evaluating market data, and coordinating of pricing and settlement of bonds.
As a Financial Analyst, You Will
- Assist in research and development of financing and long-term strategic plans that meet the clients unique goals and objectives
- Generate preliminary financing scenarios and prepare summaries, presentations and memos for clients using Excel, DBC, Word, and/or PowerPoint
- Gather, analyze, and summarize economic and financial information and trends
- Prepare presentations to clients/issuers, credit rating agencies, governing bodies, bondholders and other key stakeholders
- Utilize strong communication abilities with working group professionals, both internal (underwriters, investment bankers and/or financial advisors) and external (clients/issuers, bond counsel, bidders) to facilitate bond transactions
- Create agendas and participate in working group calls or meetings
- Coordinate bond sale process including detailed timelines, sale, and closing/funding
- Compile demographic and debt information for municipal bond disclosure documents
- Assist with the review of legal and offering documents for bond offerings
- Draft requests for proposals for clients/issuers and assist in summarizing and evaluating resulting proposals
- Draft responses to requests for proposals to acquire new clients
- Ensure transaction details are recorded properly in department database, organize and submit electronic deal files, and other data management and regulatory compliance related tasks
- Perform Continuing Disclosure due diligence and assist client in complying with Securities and Exchange Commission (SEC) Rule 15c2-12, if necessary
- Assists in required Municipal Securities Rulemaking Board (MSRB) Electronic Municipal Market Access (EMMA) filings, if necessary
- Performs other duties as assigned
- Bachelors degree or equivalent combination of education with 0-2 years relevant experience preferred
- Must obtain relevant FINRA licenses (SIE, 50, 52, 63) or ability to obtain licensing within 12 months.
- Sound mathematical, statistical, computational, analytical and research abilities
- Ability to gather and analyze necessary data to identify relevant issues, accurately define the objective and formulate and evaluate alternatives to recommend a solution
- Proficient in Microsoft Word and Excel; working knowledge of financial functions, formulas, macros, etc.
- Exceptional attention to detail and strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines
- Ability to work, travel, and attend meetings outside normal business hours
- $70,300 -$5,000 annual salary range.
- Bonus potential up to 20% of base pay
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- Check out ourTotal Rewards at Baird, which is a summary of our benefits and compensation
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. Seniority level
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
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#J-18808-LjbffrParalegal - Public Finance - Dallas
Posted 2 days ago
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Job Description
The uptown Dallas office of Winstead PC is seeking a Paralegal to join our Public Finance Practice Group . Ideally, candidates will have prior experience in public finance or real estate.
The Special Districts Paralegal plays a key role in supporting attorneys and coordinating with external consultants. This individual serves as the primary point of contact for each District and ensures smooth operations across meetings, documentation, and compliance.
Key Responsibilities:
- Research statutes and legislative updates relevant to Special Districts
- Draft documents for attorney review
- Monitor and stay current on election laws for political subdivisions
- Track changes in laws governing Special Districts following legislative sessions
- Manage Board meetings from start to finish, including scheduling, preparation, and follow-up
- Record and maintain notes and/or audio recordings of Board meetings
- Serve as the main liaison for each District, coordinating with engineers, bookkeepers, financial advisors, and developer representatives
- Assist with project management tasks such as confirming quorums, preparing meeting materials, and distributing documents to Board members
- Maintain accurate records and manage legal files efficiently
- Attend lunch and evening meetings as needed, with flexibility in working hours
- Travel to and from meetings within and outside the metroplex
- Minimum of four (4) years of paralegal experience in a law firm
- One of the following is strongly preferred: (1) Bachelor's degree; (2) Paralegal certificate or Associate's degree in Paralegal Studies; or (3) Certified Legal Assistant (CLA) designation
- Experience in public finance or real estate is a plus
- Strong project management and organizational skills
- Excellent communication and interpersonal abilities
- Highly self-motivated and detail-oriented
- Comfortable working in a collaborative, team-oriented environment
- Willingness to work flexible hours and travel as required