Performance Reporting Specialist

4 weeks ago

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 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.

  • Quality Specialist/Analyst

    5 days ago

    Milwaukee, Wisconsin, United States STS Technical Services Full time

    STS Technical Services is actively seeking candidates for a Quality Specialist/Analyst role with our Fortune 350 Client This job includes overall product quality responsibility through the life cycle of several product types. This includes overall quality responsibility for our supplier base, test, manufacturing, sales floor, control test, exercising,...

  • Sr Advisory Trading Specialist

    4 weeks ago

    Milwaukee, Wisconsin, United States Baird Full time

    As a Sr. Advisory Trading Specialist, you will:Provide trading support, specific to Baird's Advisory Trading team.Offer high value service to internal and external clients in an environment that promotes Baird's culture and the Operations mission and values statement.Ensure adherence to regulations, Baird policies, and department procedures and policies....

  • Sr Trading Operations Specialist

    6 days ago

    Milwaukee, Wisconsin, United States Baird Full time

    As a Sr. Trading Operations 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.Handle advanced stages of assigned tasks; cross-trained, knowledge of other functions within the team.Ensure adherence to regulations, Baird policies, and...

  • Accounting Operations Specialist

    4 weeks ago

    Milwaukee, Wisconsin, United States Zywave Full time

    DescriptionAre you a detail-oriented professional that can provide excellent customer service? Zywave is seeking an Accounting Operations Specialist that can adhere to processes while looking for ways to improve efficiencies. In this position, you will specialize in a variety of accounting functions including setting up billing, managing past due accounts,...

  • QA with C#

    3 weeks ago

    Milwaukee, Wisconsin, United States Damcosoft Full time

    We are hiring QA Lead for our project and wanted to reach out to you to see if you'd be interested in exploring this role.Note ::: Client is mainly looking for a person who has strong conceptual knowledge on C# as a programming language and strong conceptual knowledge on API's.Here is the detailed JD for your reference:8+ years of experience as a Quality...

  • Recovery Navigator

    2 days ago

    Milwaukee, Wisconsin, United States Wisconsin Community Services Full time

    Job Responsibilities:RECOVERY NAVIGATOR - Hub and Spoke Position Summary: The Hub and Spoke Health Home is an innovative model serving people with significant substance use and co-occurring mental health needs. The Recovery Navigator works in collaboration with Hub and Spoke Team and is responsible for working with the individual to develop the...

  • Lead Technician-Cardiovascular

    2 weeks ago

    Milwaukee, Wisconsin, United States Ascension Full time

    Details Sign on Bonus: $10,000.00Department: Cath Lab Schedule: 1.0 FTE | 40 hours a week | Full-Time | Days, M-F Hospital: St. FrancisLocation: Milwaukee, WI Relocation Assistance of $5,000 available for full time positions. St. Francis is a Unionized hospital.Benefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits...

  • Controller

    3 weeks ago

    Milwaukee, Wisconsin, United States Res Manufacturing Company Full time

    Controller Job DescriptionLocation: Milwaukee, WI, 53223We are seeking a highly skilled and experienced Controller to join our team in Milwaukee, WI. The successful candidate will be responsible for responsible for providing financial leadership and direction to Res' business including analyzing financial results, partnering with Res' President and other...

  • Maintenance Administrative Assistant

    3 weeks ago

    Milwaukee, Wisconsin, United States Air Wisconsin Airlines Full time

    Follows established procedures with guidance and direction from their immediate supervisor. Performs diversified administrative tasks to support the Maintenance Department.Job Functions:Promotes and fosters a safe and secure operating environment.Prepares letters, memos, reports, and other similar documents.Maintains technical correspondence, employee...

  • Diagnostic Radiologic Technologist

    3 weeks ago

    Milwaukee, Wisconsin, United States Department Of Veterans Affairs Full time

    SummaryHighly qualified candidate may be eligible for a recruitment/relocation incentive.Duties This Diagnostic Radiologic Technologist (MRI) position is located at the Milwaukee VA Medical Center. This Diagnostic Radiologic Technologist (MRI) performs Magnetic Resonance Imaging (MRI) and Magnetic Resonance Angiography (MRA) of the head,neck spine, chest...

  • Commercial Property Manager

    3 weeks ago

    Milwaukee, Wisconsin, United States GROUP II Full time

    One of Milwaukee's premier Commercial Real Estate/Property Management companies is adding a Property Manager to their team. This person will be managing a large complex of A rated buildings in the greater Milwaukee area.Duties include:Manage all aspects of assigned properties. Design business plans for assigned properties to suit customer's needs. Inspect...

  • Environmental Projects Coordinator

    2 days ago

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

    The Environmental Projects Coordinator will work with DEHCW staff, volunteers, and interns to accomplish this work. Invasive species removal, tree and shrub planting, trash removal, and other duties as necessary. Assist in planning and implementation, mentoring high school students, and leading various activities and lessons for the KinnickInternship (high...

  • Maintenance Base Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Air Wisconsin Airlines Full time

    Passionate about aviation. A&P License. Enjoy helping others grow Leadership skillsThese are the qualities Air Wisconsin Airlines is searching for a Maintenance Base Manager to join our Maintenance Department in Milwaukee, WI. We are looking for someone with excellent leadership skills who wants to help develop our Mechanics and Apprentice. At Air Wisconsin,...

  • IT QA Analyst

    6 days ago

    Milwaukee, Wisconsin, United States Baird Full time

    The Quality Assurance Analyst is focused on identifying testing needs and executing testing with the goal of providing quality software to our clients. A QA Analyst is aligned with one of our business unit aligned teams and is responsible for balancing their time across projects, reporting, performing independent test design and/or testing; and developing...

  • Savory Production Cook

    2 weeks ago

    Milwaukee, Wisconsin, United States COLECTIVO COFFEE ROASTERS Full time

    Description:Title: Savory Production CookDepartment: Savory Reports to: Operations ManagerSchedule: Full-timeExempt/Non: Non-exemptPOSITION SUMMARYThis position is an entry level position involving slicing, dicing, chopping, mixing, assembly and portioning of ingredients, as well as packing the products, that supports production in the Savory department as...

  • Engineering Technician

    3 weeks ago

    Milwaukee, Wisconsin, United States Saelens Corporation Full time

    Description:Engineering Technician - CNC Setup Operator1st or 2nd shift$28 - $35 per hour based off skill level and shiftWe are currently looking for a skilled and detail-oriented Manufacturing Engineering Technician or CNC Setup Operator to join our growing team. If you have hands-on experience in manufacturing processes, CNC machine setup, and a strong...

  • Senior Financial Analyst – Delivery

    3 weeks ago

    Milwaukee, Wisconsin, United States Cielo Talent Full time

    Company DescriptionREF4850R- Financial Operations NA 3-4 years of experience with budgeting, forecasting and consultingUnderstanding budget cycles and working with pricing teams Job DescriptionThe Senior Financial Analyst – Delivery & Corporate Services serves as a business partner to operational leadership. The Senior Financial Analyst– Delivery &...

  • Engineering Technician

    4 weeks ago

    Milwaukee, Wisconsin, United States Saelens Corporation Full time

    Description:Engineering Technician - CNC Setup Operator1st shift$28 - $35 per hour based off skill level and shiftWe are currently looking for a skilled and detail-oriented Manufacturing Engineering Technician or CNC Setup Operator to join our growing team. If you have hands-on experience in manufacturing processes, CNC machine setup, and a strong technical...

  • Support and Service Coordinator

    5 days ago

    Milwaukee, Wisconsin, United States Wisconsin Community Services Full time

    Job Responsibilities: Position Summary: The CLTS Waiver Program is one of Wisconsin's Home and Community Based Services (HCBS) Medicaid Waiver programs, federally authorized under 1915(c) of the Social Security Act. HCBS waiver programs provide Medicaid funding that may be used to fund allowable support and services that promote individuals in the...

  • Document Control Manager

    1 week ago

    Milwaukee, Wisconsin, United States Microsoft Full time

    OverviewMicrosoft Cloud Operations + Innovation (CO+I) is the team behind the cloud. CO+I is responsible for delivering over 200 Microsoft web portals, Live and Online Services around the world including infrastructure, security and compliance, operations, globalization, and manageability. Our focus is on smart growth, high efficiency, and deliver trusted...