Honored as one of the FORTUNE 100 Best Companies to Work For® for six consecutive years, Baird is committed to helping associates thrive, professionally and personally. We’re always looking for talented, caring people – whether experienced professionals or recent graduates – across a wide range of disciplines. If you want to work in a world-class environment that challenges you to achieve your potential and rewards you for your efforts, consider Baird.
Performance Analyst
SUMMARY:
The Performance Analyst is responsible for the audit of performance returns. This individual utilizes strong analytical skills to identify trends and resolve complex account situations. A thorough understanding of performance calculations and reporting must be exhibited through strong communication skills when providing explanations to individuals at all levels.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Performs detailed quality control checks on portfolio accounting systems.
2. Analyzes performance outliers and audits performance reports through the review of account activity and reports.
3. Analyzes and resolves special account situations which may be complex.
4. Responds to inquiries and resolves issues raised by Financial Advisors or Client Relationship Assistants in the Private Wealth Management group.
5. Maintains and reconciles client account activity on an outside portfolio accounting system.
6. Updates and creates various Excel spreadsheets.
7. Validates and audits enhancements to reports and applications.
8. Performs other duties as assigned.
QUALIFICATIONS REQUIRED:
1. Bachelor’s Degree in Math, Business, Finance, or Accounting and 3-5 years of experience in financial or accounting capacity. Investment Advisory experience and prior experience with a performance reporting platform preferred.
2. Series 7 and 66 licensed or willingness to become licensed within 12 months.
3. Strong analytical and problem solving skills with the ability to perform advanced calculations.
4. Strong interpersonal communication skills, both oral and written with exceptional attention to detail.
5. Ability to tolerate peak workloads which occasionally involves working weekends and late nights.
6. A motivated individual who has a desire to learn, and an ability to think creatively in both an individual and team setting.
7. Strong PC skills with advanced working knowledge of Microsoft Excel and knowledge of Microsoft Access.
APPLY NOW
You will receive an acknowledgement from our system of a successful receipt of your resume and we will contact you if interested.
Thank You. Robert W. Baird is an Equal Opportunity Employer.
About Baird
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than 2,300 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of more than $73 billion.
Committed to being a great place to work, Baird is one of FORTUNE’s “100 Best Companies to Work For” in 2009 -- its sixth consecutive year on the list. Baird’s principal operating subsidiaries are Robert W. Baird & Co. in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has operating subsidiaries in Asia supporting Baird’s private equity and investment banking operations. For more information, please visit Baird’s Web site at www.rwbaird.com .
The Performance Analyst is responsible for the audit of performance returns. This individual utilizes strong analytical skills to identify trends and resolve complex account situations. A thorough understanding of performance calculations and reporting must be exhibited through strong communication skills when providing explanations to individuals at all levels.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Performs detailed quality control checks on portfolio accounting systems.
2. Analyzes performance outliers and audits performance reports through the review of account activity and reports.
3. Analyzes and resolves special account situations which may be complex.
4. Responds to inquiries and resolves issues raised by Financial Advisors or Client Relationship Assistants in the Private Wealth Management group.
5. Maintains and reconciles client account activity on an outside portfolio accounting system.
6. Updates and creates various Excel spreadsheets.
7. Validates and audits enhancements to reports and applications.
8. Performs other duties as assigned.
QUALIFICATIONS REQUIRED:
1. Bachelor’s Degree in Math, Business, Finance, or Accounting and 3-5 years of experience in financial or accounting capacity. Investment Advisory experience and prior experience with a performance reporting platform preferred.
2. Series 7 and 66 licensed or willingness to become licensed within 12 months.
3. Strong analytical and problem solving skills with the ability to perform advanced calculations.
4. Strong interpersonal communication skills, both oral and written with exceptional attention to detail.
5. Ability to tolerate peak workloads which occasionally involves working weekends and late nights.
6. A motivated individual who has a desire to learn, and an ability to think creatively in both an individual and team setting.
7. Strong PC skills with advanced working knowledge of Microsoft Excel and knowledge of Microsoft Access.
APPLY NOW
You will receive an acknowledgement from our system of a successful receipt of your resume and we will contact you if interested.
Thank You. Robert W. Baird is an Equal Opportunity Employer.
About Baird
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than 2,300 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of more than $73 billion.
Committed to being a great place to work, Baird is one of FORTUNE’s “100 Best Companies to Work For” in 2009 -- its sixth consecutive year on the list. Baird’s principal operating subsidiaries are Robert W. Baird & Co. in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has operating subsidiaries in Asia supporting Baird’s private equity and investment banking operations. For more information, please visit Baird’s Web site at www.rwbaird.com .
- Company:
- Robert W Baird
- Location:
- Milwaukee, WI 53202
- Job Status/Type:
- Full Time
Employee - Job Category:
- Accounting/Finance/Insurance
- Occupations:
- Financial Analysis/Research/Reporting
- Industry:
- Financial Services
- Work Experience:
- 2+ to 5 Years
- Career Level:
- Experienced (Non-Manager)
- Education Level:
- Bachelor's Degree
- Company:
- Robert W Baird
- Reference Code:
- 1829BR
Robert W. Baird is an Equal Opportunity Employer.
