Performance Reporting Analyst

Baird's Private Wealth Management Institutional Consulting Services (ICS) team engages with very large institutional clients - to enhance their investment portfolio and serves as their strategic partner. Conducts monthly/quarterly portfolio performance reviews and responds to client's ad hoc requests. Provides support on products and services and integral to completing consulting projects.

The Performance Reporting Analyst will partner with the ICS team members to manage the operational aspects of generating the client performance reporting packages. Within the first year of the role, this individual will manage the transition from the current performance reporting systems into a single, new reporting system. After the new system integration, this role will be responsible for maintaining and enhancing the client reporting process. This role will require an individual with a high attention to detail, strong project management skills and the ability to communicate effectively across departments and with associates at all levels.

As an ICS Performance Reporting Analyst, you will:

• Assist the ICS team with quantitative analysis and preparation of the client performance reporting board packages.

• Lead the integration of the various performance reporting system into a new performance reporting system.

• Interface and partner with various Baird business units to support the integration.

• Maintain the integrity of the performance reporting process throughout the system integration and serve as the ongoing, primary operational support for the performance reporting process.

• Support the team as the subject matter expert on the end to end process of the performance reporting process.

• Identify and contribute to productivity, efficiency, and effectiveness improvements to drive exceptional client service and risk mitigation.

• 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.

• Performs other duties and special projects as necessary.

What makes this opportunity great:

• Fast paced environment, requires problem solving and new challenges daily.

• Opportunity to work with a close-knit team based in Charlotte and Milwaukee and cross functionally among several different business lines.

• 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:

• Project management - ability to understand complex operational processes and manage the transition of the processes into new technology.

• Detail orientation - demonstrates a very high attention to detail and proactively implements control mechanisms to identify and prevent errors.

• A strong technical skill set and adaptable skills across a variety of reporting platforms including various performance reporting systems, advanced Excel skills, PowerPoint and Morningstar Direct.

• Prioritization skills - the ability to work independently, displays a high degree of self motivation and prioritizes tasks aligned with creating the most effective outcomes for the team and the clients.

• 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 - Business, Finance, or Accounting major preferred. 3+ years of experience in an investment services role is a plus.

• Proficiency and experience with Microsoft Office (Word, Excel, Outlook, PowerPoint).

• Prior experience with performance reporting systems, performance reporting experience with held-away portfolios a plus.

• SIE & Series 99 licensed or ability to obtain within one year.

• Strong project management skills including the ability to handle multiple deadlines, work under pressure, identify operational requirements and interface cross-functionally.

• Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines.

• Passion for providing high-value, quality end products.

• 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.

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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.