Capital Markets Senior Data Analyst

Robert W. Baird & Co. Incorporated Milwaukee , WI 53201

Posted 4 months ago

Job Description:

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 90+ locations in 30 states. We have been recognized on Barron's Top Wealth Management Firms for 10 consecutive years and hold over $200 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

As a Capital Markets Senior Data Analyst, you will:

Focus on strategic initiatives in Capital Markets, with a core concentration on leveraging technology solutions to improve process. A key responsibility will be to fully immerse within the day-to-day operations of the Capital Markets department, in order to gain a working understanding of each teams pain points, and help develop targeted solutions. The Senior Data Analyst will partner with Capital Markets vendors and our Tech Lead to explore opportunities to leverage or build-out existing technologies that could increase our automation efforts. This role will help drive a data strategy for Capital Markets Ops that will explore the use of various platforms and service models to produce self-service reporting, analytics, and integration.

  • This role provides strategic project management and technical subject matter expertise driving the execution of key Operations initiatives and activities; ensuring timely delivery in support of critical business success measurement goals as defined in Operations.

  • Drive resolution of issues / ineffectiveness with Baird vendor and implementation of vendor technology investment.

  • Provide complex problem solving to help define and deliver on long-term strategic planning efforts to ensure that the operating unit is positioned to meet and exceed the needs relative to key Operations activities and Baird clients.

  • Identify opportunities for optimizing business productivity and ensure data integrity expertise throughout the process.

  • Drive productivity, efficiency and effectiveness initiatives (PE&E) and develop and implement new procedures to monitor productivity, quality output levels and increased efficiency.

  • Maintain an understanding of the issues with internal partners and share information and key updates with the Operations team.

  • Partner and actively interact with their Manager, Technical Lead and Operations leadership as a productive and collaborative member of the Operations team.

  • Partner with Operations leadership to adhere to regulatory guidelines.

  • Effectively manage the data available through internal and third-party sources

  • Write queries or reports to help quantify our risk exposure, model predictive scenarios, establish relative data benchmarking, and monitor business decisions

  • Collate, model, interpret, and analyze data to assist in decision making, identifying business trends, conducting root cause analysis, and suggesting areas for process improvement

  • Integrate data from multiple sources or functional areas, ensure data accuracy and integrity, and update data, as needed.

  • Create tailored Capital Markets reports for efficient distribution and accurate messaging to senior leadership.

What makes this opportunity great:

  • Ability to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable

  • 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 with 5+years of relevant. Experience should cover multiple functions, preferably within a diversified financial services firm or financial services regulatory body and include extensive knowledge of policies and procedures in the client services business model.

  • Series 7 license required or willing to obtain within 6 months of hire.

  • Excellent interpersonal, negotiation and influencing skills leading to trusting relationships with business partners and their leadership team.

  • The ability to convey issues credibly to internal and external stakeholders is a must.

  • Demonstrated relationship builder; able to establish both internal and external working relationships in order to identify and implement strategies for business growth.

  • Advanced computer skills, with proficiency in Microsoft Word, Excel, PowerPoint, PowerBI, Project and SharePoint.

  • Understanding of data integrity best practices and data analysis (e.g., SQL) desired.

Who we are:

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 $200 billion in client assets and more than 3,400 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. 12 on the Fortune magazine 100 Best Companies to Work For in 2018, our fifteenth consecutive year on the list. Baird has also received a perfect score on the Human Rights Campaign Foundation's 2018 Corporate Equality Index. To learn more about Baird's culture, click here.


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Capital Markets Senior Data Analyst

Robert W. Baird & Co. Incorporated