About The Role
The Statements & Investor Reporting Specialist plays a key role in ensuring the timely, accurate delivery of client communications and regulatory reporting materials across Baird’s Wealth Management and Asset Management platforms. Based in our Operations division, this role focuses on executing daily production processes and supporting the distribution of client statements, trade confirmations, proxy materials, and prospectus documents, while assisting with data feeds and pricing validation.
This position is ideal for individuals who thrive in a detail-oriented, process-driven environment and enjoy working collaboratively to support high-quality client deliverables. Specialists are critical to maintaining operational excellence by managing exception reporting, resolving discrepancies, and ensuring all outputs meet internal standards and regulatory requirements.
The Impact You’ll Make
- Execute daily production processes to support the delivery of client statements, trade confirmations, and regulatory communications
- Monitor and resolve exception reports related to statements, pricing, and investor reporting outputs
- Validate data feeds and assist in identifying discrepancies or inconsistencies in reporting data
- Support distribution of proxy materials and prospectus documents in accordance with regulatory requirements
- Perform quality control checks to ensure accuracy, completeness, and timeliness of deliverables
- Research and escalate issues as needed to senior team members or analysts for resolution
- Maintain documentation of processes and standard operating procedures
- Collaborate with team members to ensure daily deadlines and service level expectations are consistently met
- Assist with audit preparation by gathering supporting documentation and responding to data requests
What You’ll Bring to Baird
- Bachelor’s degree in Finance, Accounting, Business Administration, or related field or equivalent combination of education and experience
- 0–2 years of relevant experience in financial services, operations, or data/reporting environments
- Strong attention to detail with a focus on accuracy and quality control
- Ability to follow established processes and identify exceptions or discrepancies
- Effective organizational and time management skills in a deadline-driven environment
- Basic understanding of financial markets, securities, and client reporting (preferred)
- Proficiency in Microsoft Excel and familiarity with data validation techniques
- Experience with SQL Server a plus
- FINRA SIE and Series 99 within 12 months of hire
- Strong written and verbal communication skills
- Ability to work collaboratively in a team-oriented environment
- Demonstrated problem-solving skills with the ability to escalate issues appropriately
#LI-CM1
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
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field, or equivalent education and experience
- 0–2 years of relevant experience in financial services, operations, or data/reporting environments
- Strong attention to detail and focus on accuracy and quality control
- Ability to follow established processes and identify exceptions or discrepancies
- Effective organizational and time management skills
- Proficiency in Microsoft Excel
- FINRA SIE and Series 99 within 12 months of hire
- Strong written and verbal communication skills
- Ability to work collaboratively in a team-oriented environment
- Demonstrated problem-solving skills and ability to escalate issues appropriately
- Basic understanding of financial markets, securities, and client reporting
- Familiarity with data validation techniques
- 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.
-
Retirement Support — Retirement offerings are portrayed as a standout, with 401(k) match and profit-sharing cited as notable strengths that enhance long-term financial security.
-
Parental & Family Support — Paid parental leave is highlighted as generous, with clear support for both primary and secondary caregivers, alongside adoption assistance.
-
Leave & Time Off Breadth — Paid holidays and PTO that increases with tenure are emphasized as above average, contributing to overall benefits satisfaction.
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.
