Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this video to learn more about our Private Wealth Management business.
As a Portfolio Analyst, you will:
Perform the initial due diligence and recommendation of third party asset managers, including the qualitative review of the manager’s investment management process and the quantitative analysis of performance, asset allocation, and style consistency. The due diligence process includes on-site visits of managers, many of whom are located outside of Milwaukee.
Responsible for the ongoing monitoring of asset managers, including the monitoring of a standardized scoring model, performance attribution analysis and qualitative assessment of investment team and process on a quarterly basis to ensure that a negative trend is not developing, and recommending manager removal when necessary.
Effectively utilize the department's multiple software programs (Morningstar, FactSet, Bloomberg) to accurately analyze the performance and style of managers and mutual funds.
Research asset classes including domestic and international equity, domestic and international fixed income, and alternative investments for potential use in client portfolios.
Participate in other duties/projects as assigned, such as analyzing retail and institutional client portfolios, writing white papers, et cetera.
What makes this opportunity great:
Unique Culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
Fast paced environment that will enable you to grow as a professional.
Support and flexibility to grow and be your best at work, at home and in the community.
What we look for:
Bachelor’s degree in finance, business, or other related field. Minimum of five years of investment industry experience; prior experience in investment consulting field strongly preferred. MBA with finance concentration and/or CFA charter holder preferred.
Strong mathematical, statistical and computational abilities; experience with investment performance measurement and investment manager evaluation.
Adept with spreadsheets, databases, presentation and word processing applications.
Exceptional oral and written communications skills; ability to communicate with all levels of management; strong presentation skills.
Strong attention to detail and organizational skills with the ability to prioritize and complete multiple tasks; ability to work under strict deadlines and pressure situations. Demonstrated time management skills.
Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis.
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.