Sr. Trust Investment Operations Support Analyst

As a Trust Investment Operations Support Analyst you will:

• Open and close accounts on portfolio management system, InvestCloud APL and UWP.

• Perform daily reconciliation processes to ensure portfolio management systems are accurate and ready for trading team.

• Initiate and monitor web access with outside custodians.

• Generate monitoring report for portfolio managers.

• Works closely with Financial Advisors and Portfolio Management to support client workflow

• Provide client service support to Financial Advisors and Client Service Associates as necessary.

• Monitor reports to support client cash needs.

• Prepare adhoc analytical reports using Portfolio Management applications and MS Excel

What makes this opportunity great:

• Compelling careers working side-by-side with the best in the business

• Ability to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable

• Fast paced environment that will enable you to grow as a professional

• Team of associates passionate about achieving great results for clients and give back to the communities where we live and work

What we look for:

• Three to five years of financial services or securities industry.

• Experience in account reconciliation and knowledge of industry investment processes and products.

• Knowledge and experience with corporate actions and proxy preferred.

• Bachelor’s degree in related field preferred. 

• Experience with Power BI is a plus.

• Series 7 preferred but not required.

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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.