Performance Reporting Specialist

1 month ago


Milwaukee, United States Baird Full time

The Performance Reporting Team 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.

As a Performance Reporting Specialist, you will:

  • 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 and reconciliation 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.

What makes this opportunity great:

  • Fast paced environment, requires problem solving and new challenges daily.
  • Great growth and career path opportunities.
  • Compelling careers working side-by-side with the best in the business.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

Strengths needed to fulfill role:

  • 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.

What we look for:

  • Bachelor's degree preferred or equivalent combination of education and relevant experience.
  • 2+ years of experience in a financial services role is a plus.
  • SIE & Series 99 or series 7 licensed or ability to obtain within 12 months.
  • 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.

#LI-CM1

Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.



  • Milwaukee, Wisconsin, United States Baird Full time

    The Performance Reporting Team 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...


  • Milwaukee, United States BRX Performance Full time

    Job DescriptionJob DescriptionBRX Performance, a leader in sports performance training, is seeking a talented and motivated Strength and Conditioning Baseball Performance Specialist to join our dynamic team. As a part of our organization, you will have the opportunity to empower and inspire athletes on their athletic journey. Our cutting-edge sports...


  • Milwaukee, Wisconsin, United States BRX Performance Full time

    BRX Performance, a leader in sports performance training, is seeking a talented and motivated Strength and Conditioning Baseball Performance Specialist to join our dynamic team. As a part of our organization, you will have the opportunity to empower and inspire athletes on their athletic journey. Our cutting-edge sports performance training center provides...


  • Milwaukee, United States Omni Inclusive Full time

    Job Description: • Someone w/ proven FrontEnd/BackEnd Performance testing • utomation experience. • Lead and provide guidelines on performance testing/setup • Extensive experience using any Performance test tool • Practical Experience AWS Experience required • Programming experience in at least two of the following: Groovy, Bash, Java and Python...

  • Payment Specialist

    2 days ago


    Milwaukee, United States Centers for Independence Full time

    **Payment Specialist** **Job Details** **Job Location** iLIFE Main - Milwaukee, WI **Position Type** Full Time **Description** The Payment Specialist position is responsible for verifying, resolving, and entering various documents accurately by the required deadlines. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Process timesheets and mileage by entering,...


  • Milwaukee, United States Lesaffre Group Full time

    Integrated in Supply Chain and Customer Service team, Customer Service Specialist handles all customer inquiries received by email or telephone. Independently manages order entry, order follow up, register complaints and manage reporting providing all needed information to customers to ensure order fulfilment and on time delivery. Support Logistics Dept in...

  • Billing Specialist

    16 hours ago


    Milwaukee, United States United Community Center Full time

    Job DetailsLevel Entry Job Location Human Services - Milwaukee, WI Position Type Full Time Education Level High School Job Category Professional Services DescriptionPOSITION SUMMARY: The Billing Specialist is responsible for tasks related to preparing and entering billing of Milwaukee County contracted services and insurances and obtaining prior...

  • Payroll Specialist

    6 days ago


    Milwaukee, United States La Causa Full time

    JOB TITLE: Payroll Specialist FLSA STATUS: Hourly/Overtime eligible Wage Grid: Accounting & Payroll Specialist JOB LOCATION: Administration / Finance and Accounting PRIMARY FUNCTION: Responsible for assisting with duties in Finance and Accounting Department. PRIMARY DUTIES: Legend: E = Essential NE = Non Essential N/A = Not Applicable Analyze, prepare,...

  • Tax Specialist

    4 weeks ago


    Milwaukee, United States Freelance Recruiters Full time

    Freelance Recruiters is excited to partner with a client in Milwaukee, WI, in its search for its first full-time Tax Specialist. Our partner is a 1.2B manufacturer that specializes in the design and manufacturing of power and control electronics (frequency converters, process automation and control systems), and electrical machines (generators and motors)....

  • Tax Specialist

    4 weeks ago


    Milwaukee, United States Freelance Recruiters Full time

    Job DescriptionJob DescriptionFreelance Recruiters is excited to partner with a client in Milwaukee, WI, in its search for its first full-time Tax Specialist.Our partner is a 1.2B manufacturer that specializes in the design and manufacturing of power and control electronics (frequency converters, process automation and control systems), and electrical...


  • Milwaukee, United States Milwaukee County Full time

    Interested in joining Milwaukee County? Milwaukee County is searching for authentic people who are out to change the game and bring their whole selves to work every day. Milwaukee County oversees operations from our Airport, Behavioral Health, Child Support Enforcement, Combined Court Operations, Sheriffs Department, Community Reintegration Center, Human...


  • Milwaukee, United States Sixteenth Street Community Health Centers Full time

    Join our team who is committed to the delivery of the highest quality healthcare service. We are seeking a Registration Specialist that is self-motivated, energetic, and a take charge individual. **Responsibilities**: - Uphold clinic guidelines and standards related to patient confidentiality (HIPPA). - Monitor and keep assigned EPIC revenue cycle work...


  • Milwaukee, United States Pma Financial Network Full time

    Job DescriptionJob DescriptionSummaryCreate a career in a rapidly growing, premier full-service provider of comprehensive financial services to municipalities, school districts and other local government entities. As an Institutional Investment Specialist, you will be instrumental in creating and delivering a unique client experience that defines and...


  • Milwaukee, United States COLECTIVO COFFEE ROASTERS Full time

    Job DescriptionJob DescriptionDescription:Title: Receiving Specialist Department: Troubadour BakeryReports to: Troubadour Operations Manager Status:Full Time, First ShiftExempt: Non ExemptPOSITION SUMMARYThe Receiving Specialist is responsible to receive and inspect all incoming orders of ingredients and supplies as it relates to Colectivo Coffee’s Mission...

  • Receiving Specialist

    24 hours ago


    Milwaukee, United States Colectivo Coffee Roasters Full time

    Job Type Full-time Description Title: Receiving Specialist Department: Troubadour Bakery Reports to: Troubadour Operations Manager Status:Full Time, First Shift Exempt: Non Exempt POSITION SUMMARY The Receiving Specialist is responsible to receive and inspect all incoming orders of ingredients and supplies as it relates to Colectivo Coffee's Mission and...


  • Milwaukee, United States ManpowerGroup Full time

    Description - ExternalManaging a team of Financial professionals, the purpose of this role is to prepare and analyze the consolidated financial results and external financial reporting, including quarterly and annual SEC filings. This role is also responsible for ensuring that consolidated financial information is accumulated and published in an accurate and...


  • Milwaukee, United States SGI Global Full time

    SGI Global is seeking a Data Entry Operation Specialist II responsible for directly providing a wide variety of office operations support to the United States Coast Guard (USCG) Recruiting Command (CGRC). The position is located in Milwaukee, Wisconsin. Data Entry Operation Specialists shall generally perform a standard 40-hour work week, with the core...


  • Milwaukee, United States ECP Full time

    ECP is a market-leading SaaS software solution that enables senior living communities to better care for their residents. ECP is used in over 7,500 communities around the world. We're looking to further expand by increasing the number of customers that use our software and increasing the scope of how we serve our customers by developing and releasing new...

  • Benefits Specialist

    4 weeks ago


    Milwaukee, United States Brown & Brown Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown has an exciting opportunity available for a Benefits Account Specialist supporting our Milwaukee, WI team! The Benefits Specialist will assist in servicing the benefit consulting responsibilities of the...


  • Milwaukee, United States SGI Global, LLC Full time

    Job DescriptionJob DescriptionSGI Global is seeking a Data Entry Operation Specialist II responsible for directly providing a wide variety of office operations support to the United States Coast Guard (USCG) Recruiting Command (CGRC). The position is located in Milwaukee, Wisconsin.Data Entry Operation Specialists shall generally perform a standard 40-hour...