About The Role:
The Statements & Investor Reporting Analyst plays an important role in supporting the accurate and timely delivery of client-facing communications and regulatory materials across Baird’s Private Wealth Management and broader business lines. This role is responsible for overseeing assigned reporting deliverables related to client statements, trade confirmations, proxy materials, prospectus documents, data feeds, and pricing support, while applying analytical thinking and process knowledge to ensure quality, resolve issues, and strengthen operational effectiveness.
Working from our Milwaukee headquarters in a collaborative team environment, this role partners closely with Operations, Technology, Compliance, and vendor partners to manage reporting-related activities, support audits and controls, and lead smaller projects and process improvements that enhance the client experience and support regulatory compliance.
The Impact You’ll Make
- Own assigned reporting deliverables related to statements, confirmations, proxy materials, prospectus documents, and related investor reporting outputs, ensuring accuracy, completeness, and timely delivery
- Analyze reporting workflows, data feeds, and pricing-related information to identify issues, determine root causes, and coordinate resolution
- Serve as a key point of contact for assigned processes, deliverables, platforms, or vendor-supported activities
- Lead smaller projects and support implementation efforts related to reporting enhancements, workflow updates, or control improvements
- Support and help coordinate audits, compliance reviews, control activities, and procedural documentation related to investor reporting processes
- Monitor reporting trends, exceptions, and operational risks, and recommend improvements to strengthen quality and efficiency
- Partner with internal stakeholders and external vendors to resolve issues, manage process changes, and maintain reliable reporting operations
- Participate in testing, validation, and implementation support for system, file, or reporting changes
- Provide guidance and support to specialists and senior specialists on day-to-day questions, exceptions, and process execution
- Contribute to a strong control environment by identifying gaps, documenting findings, and helping implement process improvements
What You’ll Bring to Baird
- Minimum of 3+ years of relevant experience in financial services, operations, or a related environment, or equivalent combination of education and experience
- Bachelor’s degree in Finance, Business, Accounting, or a related field, or equivalent combination of education and experience
- FINRA Series SIE & Series 99 within 12 months of hire
- Strong analytical and problem-solving skills, with the ability to evaluate reporting issues, research root causes, and recommend solutions
- Working knowledge of financial services operations, reporting workflows, data feeds, and client communication processes
- Ability to manage assigned deliverables and balance day-to-day responsibilities with project and audit-related work
- Experience supporting audits, controls, procedural documentation, or process reviews
- Ability to identify opportunities for process improvement and contribute to workflow or control enhancements
- Strong attention to detail and commitment to accuracy in deadline-driven environments
- Effective communication and collaboration skills across Operations, Technology, Compliance, and external partners
- Proficiency in Microsoft Excel and familiarity with reporting systems, vendor platforms, or data-driven processes
- Experience with SQL Server a plus
- Ability to exercise sound judgment and make informed decisions within established guidelines
- Demonstrated ability to work independently while contributing effectively in a team-based environment
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.
Skills Required
- At least 3 years of relevant experience in financial services, operations, or a related environment, or equivalent education and experience
- Bachelor's degree in Finance, Business, Accounting, or a related field, or equivalent education and experience
- Obtain FINRA Series SIE and Series 99 within 12 months of hire
- Strong analytical and problem-solving skills
- Working knowledge of financial services operations, reporting workflows, data feeds, and client communication processes
- Ability to manage assigned deliverables while balancing day-to-day, project, and audit-related responsibilities
- Experience supporting audits, controls, procedural documentation, or process reviews
- Ability to identify process improvements and contribute to workflow or control enhancements
- Strong attention to detail and commitment to accuracy in deadline-driven environments
- Effective communication and collaboration skills
- Proficiency in Microsoft Excel
- Familiarity with reporting systems, vendor platforms, or data-driven processes
- Ability to exercise sound judgment and make informed decisions within established guidelines
- Ability to work independently and contribute effectively in a team environment
- Experience with SQL Server
Baird Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Baird and has not been reviewed or approved by Baird.
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Retirement Support — Retirement offerings are positioned as a major strength, including a strong 401(k) with matching and profit-sharing contributions, plus access to financial planning support. Long-term wealth building is further reinforced through employee ownership and stock purchase opportunities.
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Leave & Time Off Breadth — Time-off benefits are framed as generous, including unlimited PTO in some descriptions, paid holidays, and paid volunteer time. Flex time and work-from-home options are also included as part of the broader work-life package.
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Healthcare Strength — Health coverage is described as comprehensive, spanning medical, dental, vision, and mental health support, alongside wellness programs and HSA/FSA options. Preventive care and employer contributions toward HSA/deductibles are highlighted as part of the design.
Baird Insights
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.
