Public Finance Transaction Specialist

SUMMARY: The Public Finance Transaction Specialist is responsible for managing the operational, legal, and financial components of municipal finance transactions, including bond issuances, debt management activities, and treasury-related functions. This role supports the full lifecycle of public finance transactions by preparing and reviewing transaction documentation, coordinating with internal and external stakeholders, monitoring compliance requirements, and maintaining accurate debt and cash management records.

Key Responsibilities:

Transaction Management

• Coordinate and support the structuring, issuance, sale, and closing of municipal bond transactions.

• Prepare, review, and track transaction documents, including official statements, indentures, resolutions, bond purchase agreements, and closing certificates.

• Maintain detailed transaction timelines and ensure all deliverables are completed accurately and on schedule.

Documentation & Reporting

• Maintain comprehensive records for all debt issuances and ongoing obligations.

• Prepare schedules of events, distribution lists, post-issuance compliance files, and internal memoranda (e.g., credit committee or approval memos).

• Assist in preparing continuing disclosure filings and investor-related reports.

Compliance & Market Research

• Ensure adherence to applicable regulations, including SEC, MSRB, IRS, and relevant state or local requirements.

• Monitor market conditions and interest rate trends to identify refunding or restructuring opportunities.

• Support post-issuance compliance reviews and audits.

Stakeholder Coordination

• Serve as a liaison among treasury staff, bond counsel, disclosure counsel, financial advisors, underwriters, trustees, and rating agencies.

• Facilitate communication to resolve document issues, respond to information requests, and support transaction execution.

Qualifications:

Education

• Bachelor’s degree in Finance, Accounting, Economics, Public Administration, or a related field.

Experience

• Prior experience in public finance, municipal bond operations, corporate trust, treasury operations, or a related financial services environment.

Technical Skills

• Proficiency in Microsoft Excel, including financial analysis and data tracking.

• Familiarity with municipal bond structures and debt management software or systems.

Core Competencies

• Strong analytical and quantitative skills.

• Exceptional attention to detail and document accuracy.

• Ability to manage multiple transactions and deadlines simultaneously.

• Clear written and verbal communication skills for interaction with internal teams and external stakeholders.

Preferred Qualifications (Optional)

• Experience working in a government, public agency, or higher education finance environment.

• Knowledge of continuing disclosure and post-issuance compliance requirements.

• Exposure to rating agency processes or investor relations activities.

Equal Employment and Opportunity Statement:

Barnes & Thornburg is committed to equal employment opportunity in both principle and as a matter of policy. We will recruit, hire, train, promote, compensate and provide benefits to all applicants and employees without regard to ancestry, sex, race, color, ethnicity, national origin, gender, age, religion, religious creed, mental and/or physical disability, medical condition, military and/or veteran’s status, genetic information, marital status, sexual orientation, gender identity and/or expression, or any other basis protected by applicable federal, state and local laws. This policy applies to all recruiting, hiring, promotions, upgrades, layoffs, compensation, benefits, terminations and all other privileges, terms and conditions of employment. The firm complies fully with all federal, state and local equal employment opportunity laws.