Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

The Performance Reporting Team is responsible for daily account maintenance, data validation, and support of performance reporting platforms.  Our focus is on the integrity of our data supporting Private Wealth Management advisors and their clients.  Our team members have a range of technical, problem-solving, and mathematical skills and are comfortable working with large data sets, in addition to the ability to communicate well with individuals at all levels.

As a Performance Reporting Analyst, you will:

  • Provide high-value service to internal and external clients in an environment that promotes Baird’s culture and the Operations mission and values statement.
  • Assist with the resolution of complex process issues, branch issue resolution and/or error resolution. 
  • Support team as the subject matter expert on regulations and policies, understand end-to-end processes. 
  • Demonstrate and apply understanding and knowledge of markets, products, processes, regulations, and systems required to deliver on business objectives. 
  • Utilize data analysis to monitor process efficiency and/or identify data integrity exceptions. 
  • Identify and contribute to productivity, efficiency, and effectiveness improvements to drive exceptional client service and risk mitigation. 
  • Establish teamwork through collaboration, mentoring, and contributing to the development of associates. 
  • Participate in project teams and support the internal team as the subject matter expert and coordinate testing through analysis and use cases.  
  • Interface and partner with various Baird business units to support firm-wide and Operations initiatives. 
  • Demonstrate and apply knowledge of the breadth of Baird’s products, processes, systems, financial markets, investment products, and industry regulations as required to deliver on business objectives.
  • Perform other duties as required.

What makes this opportunity great:

  • Fast-paced environment, requires problem-solving and new challenges daily
  • Excellent opportunity to help support a critical function within a well-respected and established wealth management business.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

Strengths needed to fulfill role:

  • Intellectually curious – a relentless learner who enjoys the challenge of unfamiliar tasks and proactively seeks out the resources and knowledge needed to expand subject matter expertise
  • Problem solver – can identify resolutions to new or unforeseen priorities with minimal guidance; thoroughly analyzes relevant factors, probes for answers, and anticipates all possible outcomes
  • Driven by results – can be counted on to execute; holds themselves accountable; pursues tasks with energy and a high sense of urgency; seeks solutions especially in the face of setbacks; Actively participating as a member of a team to move the team toward the completion of goals
  • Inspires trust – an effective communicator who is thoughtful and detail-oriented; builds trust at all levels through collaboration, integrity, accuracy, and reliability; a high focus on quality is critical
  • Track record of success – consistently identified as a top performer; grasps new concepts quickly, deals with complexity comfortably; intellectually sharp and capable, high standards for work output
  • Adaptability/Flexibility - Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, adjusts plans to meet changing needs

What we look for:

  • Bachelor’s degree preferred – Business, Finance, or Accounting are ideal majors. 3+ years of experience in a financial services role is a plus.
  • Proficiency and experience with Microsoft Office (Word, Excel, Outlook)
  • Willingness to learn SQL/Power BI
  • SIE & Series 99 licensed or ability to obtain within six months
  • Advanced analytical skills with the ability to perform complex problem solving. 
  • Ability to handle multiple assignments; work under pressure and within deadlines and produce accurate, high quality results. 
  • Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines. 
  • Passion for providing high-value client service. 
  • Ability to work independently and effectively, relating to others to accomplish work responsibilities and objectives. 
  • Diverse understanding of operational procedures and processes. 
  • Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding environment.


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.


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