Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird
We have a unique opportunity to join our team as a Financial Services Business Analyst in Milwaukee. Supporting the COO, we offer plenty of variety in this role as you will be involved in both recurring and project-based duties that span Finance, Operations, Compliance and Legal, Marketing and PR, Business Development and Client Services. The ideal candidate will have a strategic viewpoint and self-motivation to tackle multiple tasks at once.

As a Financial Services Business Analyst, you will:
  • Analyzes business trends, metrics, and results for the Fixed Income Sales & Trading and Public Finance businesses
  • Performs month end reconciliations, commission reports, financial model updates and payout summaries
  • Assists in building and tracking the budget and managing expectations for the many teams within the department
  • Tracks the annual Public Finance marketing budget to maximize use within existing markets and access banking opportunities in potential markets
  • Completes research on potential recruiting opportunities and assists in preparing financial models
  • Prepares executive level presentations, receiving guidance from the leadership team
  • Works closely with members of Baird’s Finance and Operations teams and other internal clients to ensure efficient operations
  • Processes invoices, expense reports, receivables and performs deal reconciliations. Prepares deal summaries
  • Perform other duties as assigned
What makes this opportunity great:
  • This role reports to our COO and has great career path potential
  • Fast paced environment that will enable you to grow as a professional
  • Team of associates passionate about achieving great results for clients and giving back to the communities where we live and work
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
What we look for:
  • Bachelor’s degree in Accounting or Finance. 3-5+ years of experience. Advanced computer skills including Excel, Word, Power Point and Outlook
  • Strong interpersonal communication skills, both oral and written. A high level of professionalism is mandatory
  • Excellent grammar, editing and proofing skills required. Attention to detail and positive can-do attitude a must
  • Ability to prioritize and handle multiple tasks simultaneously, often under pressure and/or short deadlines
  • Willingness and ability to work additional hours as needed to ensure work is completed in a timely fashion
  • Ability to tolerate peak workloads, multiple assignments and produce results with accuracy and reliability
  • Demonstrates a calm demeanor and retains composure in stressful situations. Ability to initiate action and work independently on most tasks

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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