Financial Business Analyst (Milwaukee, WI)

| Milwaukee, WI
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Baird Advisors, Baird's institutional fixed income management business, manages over $125 billion for institutional clients and individuals. This stable team of very experienced investment professionals has a national reputation as a highly regarded active fixed income manager with a long-term track record of competitive returns versus benchmarks and peers coupled with a high degree of consistency. Our team offers multiple multi-sector strategies along the yield curve following our benchmark aware, risk-controlled approach that emphasizes bottom-up sources of alpha. These strategies are offered through Separately Managed Accounts (SMAs) for large institutional clients and through our mutual fund complex, Baird Funds.

We are honored to have earned national recognition and a reputation for excellence for the financial advice and services we provide. We know these accolades stem from our cultural commitment to clients and to being a workplace of choice for the most talented professionals in our industry. The latter helps us attract extraordinary people - many of whom stay with us for their entire careers - ensuring the quality and continuity of our advice and service. Learn more about the award-winning Baird Advisors teamhere.

The Baird Advisors Business Analyst is a critical role requiring a skill set and aptitude to handle a broad set of responsibilities supporting Baird Advisors and the Baird Funds. This individual will be involved in both recurring and project-based duties that span Finance, Operations and Client Services. The successful candidate will be a highly motivated, detail oriented individual who is eager to learn, proactive and ready to contribute to the Baird Advisor team's continued success. This is a great opportunity to utilize core analytical and problem solving skills and contribute to one of the highest performing teams within the firm. The position requires someone who is open to a variety of tasks and willingness to contribute wherever needed to gain valuable experience and grow within the team.

As a Baird Advisors Business Analyst, you will:
  • Perform financial analysis, including AUM and revenue trending, financial projections and reporting, budgeting and strategic planning. Calculate profitability of new business relationships, distribution channels and products.
  • Generate quarterly client fee invoices and calculate recurring referral payments.
  • Participate in finance and operational discussions and analysis to implement process and systems improvements that increase efficiency and enhance external client and internal financial reporting. Work closely with US Bancorp, the Fund Services Provider for the Baird Funds, to ensure the timely review and payment of all Advisory Fees and Expenses of the Funds.
  • Understand operational, trading, client communication and reporting functions across Baird Advisors and the Baird Funds to assist with risk management and business development.
  • Serve as a liaison between Baird Advisors and other areas of Baird including: Finance, Compliance, Legal, Marketing/PR, Operations and HR.
  • Assist in the preparation and execution of the annual Institutional Investors conference as well as other large client events.
  • Perform various other duties and take on projects as required.

What makes this opportunity great:
  • In depth involvement in daily business operations providing depth of knowledge and the ability to have a direct impact on the business.
  • Compelling career to learn and work side-by-side with the best in the business.
  • Ability to work with a variety of teams and leaders, proving your ability to be highly adaptable on a wide range of duties.
  • Fast paced and dynamic environment enabling you to learn and grow as a professional.
  • Strong history of promoting from within.
  • Team of associates passionate about achieving great results for clients and the firm while enjoying what we do including giving back to the communities where we live and work.

What we look for:
  • Bachelor's degree (Accounting, Finance or Business degree preferred and minimum 3.0 GPA required) with 0-3 years related work experience within the financial services industry.
  • Strong interpersonal communication skills, both oral and written, with the ability to build relationships at all levels. A high level of professionalism is mandatory.
  • Solid understanding of corporate and market finance principles with desire and ability to become Series 7 & 66 licensed within one year of employment.
  • Strong technology skills with proficiency and experience in Microsoft Office (Excel, Word, PowerPoint, Outlook). Ability to quickly master internal systems and applications (DST Vision, eVestment, Salesforce, Morningstar Direct, Discovery, MMD, etc.).
  • Attention to detail, accuracy and reliability are essential with a drive for continuous improvement.
  • Commitment to produce high quality, timely and accurate work while meeting strict deadlines.
  • Organizational and time management skills with the ability to work independently, complete multiple concurrent responsibilities and take initiative.
  • Problem-solving and analytical skills with a desire for continual learning and process improvement.
  • Ability to work well and thrive in a team-oriented environment focused on providing superior service.

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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.
More Information on Baird
Baird operates in the Fintech industry. The company is located in Milwaukee, WI, Chicago, IL, Dallas, TX and San Francisco, CA. Baird was founded in 1919. It has 4040 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 50 open jobs at Baird, click here.
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