About the role

Performance Reporting Analyst supporting Private Wealth Management advisors and driving data integrity initiatives. Handling complex process issues and collaborating with financial advisors to enhance client service.

Responsibilities

Serve as a subject matter resource for Financial Advisors, Client Specialists, and internal partners, providing high-quality support across performance-related platforms, workflows, and procedures.
Resolve complex process and branch issues, ensuring accuracy and consistency in error resolution.
Apply your deep understanding of financial markets, investment products, operational processes, regulations, and systems to achieve business objectives and deliver exceptional client service.
Support vendor relationships by managing escalations, identifying opportunities for enhancements, and coordinating release testing.
Leverage data analysis to monitor process efficiency, proactively identify data integrity exceptions, and drive continuous improvement.
Champion productivity, efficiency, and effectiveness initiatives to enhance client service and mitigate risk.
Foster a collaborative team environment through mentoring, knowledge sharing, and contributing to associate development.
Participate in project teams as a subject matter expert, coordinating testing and analysis to support successful outcomes.
Partner with various Baird business units to advance firm-wide and Operations initiatives.
Demonstrate a comprehensive understanding of Baird’s products, processes, systems, financial markets, investment products, and industry regulations to consistently deliver on business goals.
Take on additional responsibilities as needed to support the team.

Bachelor’s degree preferred – Business, Finance, or Accounting are ideal majors.
3 + years of relevant financial services experience are advantageous.
Proficiency and experience with Microsoft Office (Word, Excel, PowerPoint).
Willingness to learn SQL/Power BI.
SIE & Series 99 licensed or ability to obtain within 1 year.
Advanced analytical skills with the ability to perform complex problem solving.
Ability to handle multiple assignments; work under pressure and within deadlines and produce accurate, high-quality results.
Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines.
Passion for providing high-value client service.
Ability to work independently and effectively, relating to others to accomplish work responsibilities and objectives.
Diverse understanding of operational procedures and processes.
Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding 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.
Our culture is like no other with extraordinary people who make Baird great for our clients and one another.