About the Role:

Baird Advisors, Baird’s institutional fixed income management business, manages over $188 billion for institutional clients, pensions, foundations, and individuals. As a nationally recognized and highly regarded active fixed income manager, our team of experienced investment professionals is proud of our long-term track record of competitive returns versus benchmarks and peers, coupled with a high degree of consistency. Recognized for 12 consecutive years as a best place to work by Pensions & Investments, and ranked the #1 fund family by Morningstar, our team is committed to excellence. These accolades stem from our cultural commitment to clients and to being a workplace of choice for the most talented professionals in our industry. This commitment 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. Our team investment strategies are offered through our mutual fund complex, Baird Funds, and through Separately Managed Accounts (SMAs) for large institutional clients. Learn more about the award-winning Baird Advisors team here.

The Asset Management Operations Specialist is a dynamic and multifaceted role supporting Baird Advisors and Baird Funds across operations and client service functions. This position is ideal for a detail-oriented, analytical individual who thrives in a fast-paced environment and is eager to make a tangible impact on business operations. You’ll have the opportunity to work alongside experienced professionals, develop cross-functional expertise, and grow your career within a high-performing team.

As an Asset Management Operations Specialist, you will:

Provide exceptional service to internal and external clients in an environment that promotes Baird’s culture, mission, and values statement.
Crosstrain in operational, trading, reconciliation, performance reporting, client communication and reporting functions across Baird Advisors to assist the team as needed.
Respond to/or initiate communication with clients, consultants, brokers, or custodians to support inquiries and follow through on requests.
Handle complex client and operational requests with the ability to analyze and resolve issues in a timely manner.
Utilize desktop applications like Microsoft Excel to fulfill data requests for portfolio managers and assist in the overall management of client accounts.
Contribute to process improvements that will help drive exceptional client service, efficiency, and risk mitigation.
Perform various other duties and take on projects as required.

What makes this opportunity great:

Be part of a growing, high-performing group with a strong track record of success.
In-depth involvement in daily business operations providing the opportunity to have a direct impact on the business.
Work in a collaborative structure that fosters learning, innovation, and professional development.
Ability to work with a variety of teams and leaders, proving your ability to be highly adaptable on a wide range of duties.
This is a compelling opportunity to learn from and work directly with some of the most experienced and respected financial services professionals in Milwaukee and the industry.
We are a team that is passionate about delivering exceptional results for our clients while enjoying what we do and giving back to the communities where we live and work.
We are a team with documented success advancing diversity, equity, and inclusion.

What we look for:

Bachelor’s degree with relevant operations work experience within the financial services industry preferred.
Proficiency and experience with Microsoft Office (Word, Excel, Outlook) and the ability to quickly master internal systems and applications.
Ability to handle multiple assignments; work under pressure and within deadlines to produce high quality, timely and accurate work.
Strong verbal and written communication as well as interpersonal skills to collaborate and work effectively as part of a team while completing work independently as needed.
Detail-oriented with excellent project management and organizational skills; able to prioritize work and handle multiple tasks to ensure that complex projects are completed by deadline, with interim review steps incorporated.
Attention to detail, accuracy and reliability are essential with a drive for continuous improvement.
Problem-solving and analytical skills with a desire for continual learning and process improvement.
Desire and ability to become Series 7 & 66 licensed within one year of employment.

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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.

Learn more about this Employer on their Career Site