What are the responsibilities and job description for the Performance Reporting Specialist position at Baird?
The Performance Reporting Specialist is responsible for daily account maintenance and data analysis. This individual should have a great attention to detail to maintain information on multiple performance platforms to support Baird Financial Advisors and our clients. This individual will have the opportunity to learn about performance calculation and reporting within a dynamic and challenging environment. Must have a combination of technical, problem solving, mathematical skills and comfortable working with large data sets, in addition to the ability to communicate well with individuals at all levels.
About The Role
About The Role
- Provide high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations mission and values statement
- Serve as first point of contact for situations within our branch network and Operations via phone and department inbox
- Support Financial Advisor requests including the ability to analyze and resolve client inquiries in a timely manner
- Maintenance of account data, performance outlier review and data validation
- Contribute to productivity, efficiency, and effectiveness improvements to drive deliverables for our clients
- Work on special team projects or support other team members in their efforts.
- Process complex transactions for Baird custody accounts and outside custody Bank DVP accounts to ensure accounts a ready for advisory trading each day and performance returns can be accurately calculated
- Intellectually curious – a relentless learner who enjoys the challenge of unfamiliar tasks and proactively seeks out the resources and knowledge needed to expand subject matter expertise
- Problem solver – can identify resolutions to new or unforeseen priorities with minimal guidance; thoroughly analyzes relevant factors, probes for answers, and anticipates all possible outcomes
- Driven by results – can be counted on to execute; holds themselves accountable; pursues tasks with energy and a high sense of urgency; seeks solutions especially in the face of setbacks; Actively participating as a member of a team to move the team toward the completion of goals
- Inspires trust – an effective communicator who is thoughtful and detail-oriented; builds trust at all levels through collaboration, integrity, accuracy, and reliability; a high focus on quality is critical
- Track record of success – consistently identified as a top performer; grasps new concepts quickly, deals with complexity comfortably; intellectually sharp and capable, high standards for work output
- Adaptability/Flexibility - Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, adjusts plans to meet changing needs
- Bachelor’s degree – Business, Finance, or Accounting major preferred. 2 years of experience in a financial services role is a plus.
- Proficiency and experience with Microsoft Office (Word, Excel, Outlook)
- Willingness to learn SQL/Power BI
- Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results
- Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
- Strong verbal and written communication as well as the interpersonal skills to collaborate and work effectively as part of a team while completing work independently as needed.
- SIE & Series 99 licensed or ability to obtain within six months
- Strong verbal and written communication as well as the interpersonal skills to collaborate and work effectively as part of a team while completing work independently as needed.
