Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird
Are you driven to build a reputation as a trusted IT advisor working closely with the entire organization? To drive mission critical business processes and decisions? Want to contribute to a growing financial services firm who values IT as a partner to the business? Keep reading…

Our Business Analysts work collaboratively with cross-functional team members to perform analysis around/for projects and serve as a conduit in delivering quality results. We offer a collaborative culture with a continuous learning, agile/lean environment and adding value to the Baird business.

The person in this position will work closely with the aligned IT delivery team members and a mature Salesforce implementation, with multiple business units aligned within the instances to support growing technology needs on the Salesforce platform. The Salesforce Platform Team focuses on leveraging Baird’s investment in the platform to deliver declarative solutions to business problems, with intentional decision making on no-code and low-code options.

As a Business Analyst, you will:
Analyze and Develop Solutions – think about it!
  • Independently elicit requirements by the use of interviews, workflow analysis, requirements workshops, and surveys to provide business process descriptions, business requirements, use cases, and user stories.
  • Collaborate with project team members (developers, architects, product owners) to establish the technical vision and analyze tradeoffs between usability and performance needs.
  • Perform analysis of potential solutions against business requirements and financial impact to identify the best solution for the business.
  • Actively engages with the client community (internal and external) throughout all stages of project lifecycle, including business requirement elicitation through implementation.
  • Partner with internal business units to define information requirements and translate them into appropriate data solutions
  • Perform data analysis to gain a solid understanding of the business data in order to collaborate effectively with the business users, business analyst
  • s, and data owners.
  • Develop and validate source to target mappings and transformation logic required to support business needs. Understand the importance of capturing data lineage.
Test and Troubleshoot – focus on quality!
  • Supports quality assurance through test plan and/or script creation, QA team collaboration, and project team validation.
  • Act as a facilitator for UAT (User Acceptance Testing) with the client, third party vendors or other testers that use the product, leveraging acceptance criteria defined with the business partner.
Collaborate - build relationships!
  • Consult and develop relationships with all client personnel that foster closer ties between the business and Information Technology department.
  • Continually seeks opportunities to increase client satisfaction and deepen client relationships.
Project Execution – get it done!
  • Assists project managers in defining project milestones, based on business need, requirements, and defined solution.
  • As needed, facilitates project management role on small projects, ensuring the right capabilities are encompassed in the project team and scope.
Salesforce Advocate - Grow Salesforce Adoption
  • Work collaboratively with Salesforce Admins and business partners to promote new and upcoming Salesforce features, empower users to leverage existing functionality, guide teams to improve adoption, and identify opportunities for process improvements and customization.
  • Work to drive unaligned business units toward the platform, through discovery meetings, proof-of-concept demonstrations, and regular knowledge sharing sessions.
What makes this opportunity great:
  • Ability to work on critical projects with a variety of teams and leaders, proving your ability to influence and make business impact through providing technology solutions
  • Information technology is a core part of Baird’s business strategy and plays a critical role in the growth and transformation of the firm
  • Computer World Best Company to Work For with collaborative culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
  • Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
What we look for:
  • A minimum of seven (7) years of prior IT experience, including at least three (5) years related BA experience.
  • A college degree, ideally a B.S. in Computer Science, MIS, Business Administration, or Finance is preferred, or equivalent experience.
  • Experience, comfort level and success working in agile environment
  • Strong experience with writing business requirements, use cases and user stories
  • The ideal candidate has a diverse technical background with broad knowledge of Salesforce (or similar platform) products, functionality, and best-practices, and has demonstrated the ability to understand and articulate complex requirements.
  • A history of business analysis experience with the ability to translate technical information to non-technical audiences, project coordination skills and experience on an Agile team.
  • Previous experience with data analysis including writing SQL queries and interpreting results to help answer business questions, troubleshoot and support client data needs
  • Experience working on projects related to the creation, support and enhancement of web applications.
  • Thorough working knowledge of Microsoft Office is required.
  • Strong communication and collaboration skills, ability to influence without authority.
  • Detail oriented and possess exceptional organizational, time management, and problem solving skills.
  • Motivated by small quick wins and process improvement

More about Baird:

Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 100 offices in the United States, Europe and Asia. Established in 1919, Baird has over $208 billion in client assets and more than 3,600 associates serving the needs of individual, corporate, institutional and municipal clients.

Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. As stated in our Associate Promise, we are passionate about how we achieve great outcomes together for our clients, communities and each other. Committed to being a great place to work, Baird ranked No. 16 on the Fortune Magazine’s 100 Best Companies to Work For®, our sixteenth consecutive year on the list. To learn more about Baird’s culture, click here.


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