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About the Role:
Join a dynamic, business-integrated team that delivers high-impact analytics and automation solutions. In this role you’ll design and optimize data pipelines, build dashboards, and support advanced analytics initiatives that directly enhance decision-making. This role offers autonomy, rapid project execution, and exposure to machine learning, all within a highly collaborative environment that values innovation and efficiency.
Direct Business Impact: Work closely with portfolio managers, advisors, and operations teams to deliver solutions that matter.
Agility & Autonomy: Enjoy the speed and flexibility of a small, empowered team backed by strong firm resources.
Innovation: Leverage cutting-edge tools and explore ML/AI applications in financial services.
The Impact You’ll Make:
Develop, maintain, and optimize ETL processes and data pipelines for critical dashboards and reports.
Ensure data integrity, quality, and governance across multiple systems.
Build and maintain reporting solutions using SQL Server, SSRS, and Power BI.
Deliver accurate, timely insights for advisors, portfolio managers, and operations teams.
Support ML Operations initiatives; learn and apply techniques using tools like scikit-learn and PyTorch.
Collaborate on AI-driven portfolio allocation and product advisory projects.
Document processes, maintain version control, and contribute to team knowledge-sharing.
Continuously explore new technologies to improve automation and scalability.
What You’ll Bring to Baird
Must be able to obtain the SIE, Series 7, and Series 66 licenses within 12 months of hire.
Bachelor’s degree in Computer Science, Information Systems, Finance, or a related field (or equivalent professional experience).
Strong stakeholder management and project prioritization capabilities.
Strong analytical, problem-solving, and troubleshooting skills.
Excellent communication skills and the ability to translate technical work into business value.
Highly coachable, proactive, and motivated to learn.
Proficiency in SQL (SQL Server preferred) with demonstrated experience in building ETL processes, preferred.
Experience with Python, including Pandas and SQLAlchemy, preferred.
Familiarity with Power BI and SSRS reporting solutions, preferred.
Exposure to ML tools and techniques, particularly in financial data context, preferred.
Experience working in financial services, asset management, or related industries, preferred.
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.
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