Sales Specialist, Institutional Equities

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

Posted 7 months ago

Job Description:

Baird's Equity Capital Markets group includes professionals in research, institutional sales and trading, and investment banking. Baird delivers high-quality, objective research in the sectors our clients seek timely, actionable insights. Our dedicated and tenured analyst, sales and trading teams provide comprehensive, award winning research coverage and client service of over 700+ stocks including long standing partnerships with corporate management teams and institutional money managers.

We are seeking an individual who is driven by both data analytics and client service with the ability to successfully manage multiple administrative priorities. A Sales Specialist for Institutional Equities works across the sales and trading department to provide a high level of client service and support with the opportunity to advance overtime. Individuals with a desire to work in a fast-paced and team-oriented environment will thrive.

As a Sales Specialist for Institutional Equities, you will:

  • Be a resource utilized across the department for a variety of responsibilities allowing you to learn across all functions of the business.

  • Manage outside vendor and client invoices. Interface with Baird Finance team for reporting needs and execution of invoices.

  • Maintain our client agreements and liaison with legal as well as department leadership to complete, execute new and renew current agreements.

  • Accurately complete monthly reporting for client resource usage.

  • Answer phones and/or initiate telephone calls; provide information or refer callers to the proper associate

  • Review expense reports to ensure they comply with our department's expense policies.Create and enforce best practices for process efficiency.

  • Develop an in-depth understanding of client data in order to maintain accurate information in our CRM system.

  • Keep client records using a variety of research tools to preserve accuracy. Perform Word and Excel functions of moderate complexity. Compose letters, emails, and reports from verbal or written instructions.

  • Support senior leadership within department including calendaring, travel logistics, phone support, etc. as necessary.

  • Administrative support for the department, including office/facility logistics and communication.

  • Develop and maintain relationships with associates across the department including: Sales, Trading, Research, Corporate Access, Conference Services, Equity Capital Markets Desk and the team of Equity Coordinators.

  • Manage various projects based on department needs.

What makes this opportunity great:

  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

  • Baird offers internationally recognized equity research sales and corporate access to institutional clients around the world and a full suite of equity trading services.

  • Baird delivers award-winning insights to institutional money managers around the world with a comprehensive knowledge of the markets and thorough understanding of clients' strategic needs.

What we look for:

  • Bachelor's degree preferred and a minimum of 1-5 years' experience performing support functions. Industry experience helpful. Series 7 and 63 are a plus within first few years.

  • Exceptional organizational skills is consistent, dependable and accurate. Ability to prioritize daily workflow to effectively meet deadlines.

  • Exceptional communication skills - ability to effectively exchange ideas and information or influence others with a high level of professionalism.

  • Must be detail oriented and recognize errors in numbers, spelling, grammar and punctuation. Must demonstrate good follow-through skills to ensure a successful end result.

  • Strong team player mentality- willing to pitch in and help other team members and leaders as necessary. Flexible and highly adaptable.

  • Ability to tolerate peak workloads and maintain flexibility and composure in a high volume, high-intensity environment.

  • Ability to work independently in a fast-paced team environment with minimal supervision.

  • Excellent PC skills Advanced knowledge of Microsoft Word, Excel and PowerPoint. Experience utilizing pivot tables in excel is helpful.

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 3,500 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 100 Best Companies to Work For in 2019, our sixteenth consecutive year on the list. To learn more about Baird's culture, click here.

#LI-AMP1


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Sales Specialist, Institutional Equities

Robert W. Baird & Co. Incorporated