About the Role:
Join Baird Trust Company (BTC) as a key contributor to our Portfolio Management team. In this role, you will support client service initiatives, assist with portfolio management and trading activities, conduct performance and data analysis, and actively participate in the BTC Investment Committee.
This position is based in our downtown Louisville, KY office and offers a hybrid schedule of 4 days per week in office and 1 day remote.
The Impact You'll Make:
Serve as sales contact for BTC’s Custom Portfolio Management (CPM) and SMA strategies offered through the Baird SMA Network.
Support Portfolio Managers in managing existing client relationships and portfolios.
Learn the intricacies of portfolio management within a trust company environment.
Coordinate with Trust Administration in managing existing client relationships and portfolios.
Support BTC trading functions – equity and fixed income – for Trust Company client accounts (Bundled Trust and CPM).
Review accuracy of BTC client investment reviews used to share the investment / performance information during client meetings.
Support BTC investment strategies by providing data analysis through use of third party applications.
Consistently maintains proper internal controls and ensure compliance with company policies and procedures, all applicable SEC, IRS, Federal and State laws and regulations.
Maintains a complete knowledge of and comply with all company and departmental policies, procedures, and service standards.
Assists the senior staff in the development of strategic objectives, philosophies, mission, strategies and tactics.
Manages relationships with third party vendors.
What You’ll Bring to Baird:
Knowledge of asset allocation, equity and fixed income markets.
Statistical methods and concepts and other analytical financial tools particularly as relate to investment performance.
Preparing and delivering clear, effective, and professional presentations.
Use of appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Providing appropriate recommendations for resolution of complex financial issues.
Interpreting and applying state and federal statues and applicable tax rules and regulations.
Advanced problem solving sufficient to effectively analyze, research and resolve inquiries in a timely manner.
Review and analyze report information, while using critical thinking skills to evaluate the data for regulatory compliance.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Learn, train and adapt to technology used to support the investment processes within BTC.
Work ethically and with integrity, including maintaining personnel and firm confidentiality.
Four (4) year degree in Business, Economics, Accounting, or Finance (Masters of Finance or MBA preferred).
MBA / CFA / CFP preferred.
FINRA Series 7 Required – or ability to obtain.
FINRA Series 63, 65, or 66 required – or ability to obtain.
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Top Skills
What We Do
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.
