Sr Trading Operations Specialist

2 weeks 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 department procedures and policies. Monitor exception reports pertinent to the status of ongoing activities; initiate corrective action as necessary.
  • Answer and/or initiate Client contact; answer routine questions and follow-through on requests.
  • Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
  • Provide support to other Operations departments with projects and initiatives.
  • Demonstrate understanding and knowledge of markets, products, processes, regulations and systems required to deliver on business objectives.
  • Expedite efficient and accurate reconciliation of Trader Error accounts, including processing journal entries in the OMS (Bloomberg). Accuracy in processing necessary to avoid incorrect position movement/creation Bloomberg and incorrect trade reporting. Includes monthly reconciliation of Trade Error Log versus the back office (Beta.)
  • Manage the buy in process for failing trades from institutional clients, including communication of buy in details and profit/loss to the client. Liaison between Fixed Income, Settlements, and Trading Operations to ensure the least amount of disruption to the institutional client.
  • Perform other duties as required.

What makes this opportunity great:

  • Hybrid schedule that allows for professional development and personal flexibility.
  • Excellent opportunity to help support a critical function within a well-respected and established financial services firm.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

What we look for:

  • Bachelor's degree required or equivalent combination of education and relevant experience.
  • 3 years of relevant experience.
  • SIE and Series 99 within 120 days of hire if role processes cash or security movements.
  • Experience with functionality of Bloomberg a plus.
  • Proficiency and experience with Microsoft Office (Word, Excel, Outlook, PowerPoint).
  • Strong analytical skills with the ability to perform advanced problem solving.
  • Ability to tolerate multiple assignments, work under pressure and within deadlines and produce accurate results.
  • Detail oriented with focus on accuracy.
  • Superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
  • Excellent written and verbal communication skills are a must with the ability to effectively relate to work in a team-oriented setting.
  • Passion for providing high-value client service.
  • Ability to stay focused under pressure and to prioritize work in order to effectively manage time.
  • Proven reliability in attendance and performance.

#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

    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....


  • 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,...


  • 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, Wisconsin, United States Techtronic Industries North America, Inc. Full time

    Job Description:WE CREATE EMPOWERED LEADERSAt Milwaukee Tool we firmly believe that our People and our Culture are the secrets to our success -- so we give you unlimited access to everything you need to provide innovative solutions on our IT Solution Delivery Team.Our Solution Delivery Team is responsible for the planning and execution of IT initiatives to...


  • 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,...

  • Specialist, Appeals

    7 days ago


    Milwaukee, Wisconsin, United States Molina Healthcare Full time

    JOB DESCRIPTIONJob SummaryResponsible for reviewing and resolving member and provider complaints and communicating resolution to members and provider (or authorized representatives) in accordance with the standards and requirements established by the Centers for Medicare and Medicaid KNOWLEDGE/SKILLS/ABILITIESResponsible for the comprehensive research and...

  • Broadcast Technician

    4 weeks ago


    Milwaukee, Wisconsin, United States teamworkonline Full time

    OverviewAs part of IT Department, the Broadcast Technician will work independently and in collaboration with the Sr. Manager – Broadcast & Audio/Visual Systems in overseeing all technical aspects of the stadium display and broadcast systems, including those in Scoreboard Control, LED video boards, IPTV content distribution, audio distribution, broadcast...


  • Milwaukee, Wisconsin, United States Apple Leisure Group Full time

    At Apple Leisure Group, we care for people so they can be their best. We deliver distinctive experiences for our guests, while providing a world of understanding and care. We strive to be the first choice in vacation travel, enriching lives and uniting the world. Grow your career as a successful Business Development Manager within AMSTAR DMC. In this role,...


  • Milwaukee, Wisconsin, United States Brown & Brown, Inc. 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.The purpose of the Senior Actuary, Enterprise Analytics is to oversee the development and deployment of advanced analytical services across the enterprise. Objectives of this position are to improve overall client service...


  • 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...


  • Milwaukee, 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...


  • Milwaukee, United States Feldco Factory Direct Full time

    **Operations Specialist** *** **Location**: Milwaukee, WI We are looking for an Operations Specialist to join our successful, highly-motivated team at Feldco, the **#1 Window and Door Company in America** (recognized by Window and Door Magazine). We have 45 years of experience in delighting customers by making home improvement projects...

  • Compliance Specialist

    2 weeks ago


    Milwaukee, United States Artisan Partners Full time

    The Compliance Specialist will be responsible for administering the Code of Ethics and monitoring personal securities activity of Artisan Partners' associates and performing compliance testing and surveillance functions. The ideal candidate will have general compliance knowledge, strong analytical, interpersonal and organizational skills to drive...

  • Material Handlers

    1 week ago


    Milwaukee, United States Employment Specialist Group LLC Full time

    Job DescriptionJob DescriptionSalary: $20.00 - $23.00Our primary client is looking for 3 experienced Material handlers / Forklift operators for their first and second shift teamsQualified candidate will have a minimum of 3-4 years of recent experience as Material Handlers / Forklift OperatorsCandidates will have good blueprint reading & math skillsAlso:-Most...


  • Milwaukee, United States YASH Technologies Full time

    Hi, We are actively looking for a Sr. QAD Solutions Architect. If you or your consultant are actively looking for a new job please share your profile.Role: Sr. QAD Solutions ArchitectDuration: 6+ Months Location: Milwaukee, Wisconsin The Sr. QAD Solutions Architect will develop, communicate, and evangelize QAD functional strategies that result in...


  • Milwaukee, United States YASH Technologies Full time

    Hi, We are actively looking for a Sr. QAD Solutions Architect. If you or your consultant are actively looking for a new job please share your profile.Role: Sr. QAD Solutions ArchitectDuration: 6+ Months Location: Milwaukee, Wisconsin The Sr. QAD Solutions Architect will develop, communicate, and evangelize QAD functional strategies that result in...


  • Milwaukee, United States YASH Technologies Full time

    Hi, We are actively looking for a Sr. QAD Solutions Architect. If you or your consultant are actively looking for a new job please share your profile.Role: Sr. QAD Solutions ArchitectDuration: 6+ Months Location: Milwaukee, Wisconsin The Sr. QAD Solutions Architect will develop, communicate, and evangelize QAD functional strategies that result in...


  • Milwaukee, United States Elkay Interior Systems Full time

    SR. MANAGER, SALES OPERATIONS OPPPORTUNITY IN OUR CORPORATE OFFICE IN MILWAUKEE’S 3RD WARD, HYBRID OFFICE SCHEDULEwww.elkayinteriorsystems.comWe are thinkers, designers, and builders crafting extraordinary environments. Are you ready to join us?At Elkay Interior Systems (EIS), we work side by side, dare to reimagine the future of design and manufacturing,...


  • Milwaukee, United States Elkay Interior Systems Full time

    SR. MANAGER, SALES OPERATIONS OPPPORTUNITY IN OUR CORPORATE OFFICE IN MILWAUKEE’S 3RD WARD, HYBRID OFFICE SCHEDULEwww.elkayinteriorsystems.comWe are thinkers, designers, and builders crafting extraordinary environments. Are you ready to join us?At Elkay Interior Systems (EIS), we work side by side, dare to reimagine the future of design and manufacturing,...

  • Sr. Process Leader

    1 week ago


    Milwaukee, United States Molson Coors Full time

    Location: Milwaukee, US In the role of **Sr. Process Leader Warehouse** working in **Milwaukee, WI,** you will be part of the Supply Chain/Warehouse Team in Brewery Operations*.* You will lead, coach and motivate an operational team to ensure high quality products are produced safely and cost effectively through maximizing operational efficiency and...

  • Marketing Specialist

    2 weeks ago


    Milwaukee, United States ECP Incorporated Full time

    Note - this is a remote position. We are open to work-from-home candidates across the US. ECP is a market-leading SaaS solution that enables senior living communities to better care for their residents. ECP is used in over 6,000 communities around the world. We're looking to further expand by increasing the number of customers that use our software and...

  • Compliance Specialist

    2 weeks ago


    Milwaukee, United States Artisan Partners Full time

    The Compliance Specialist will be involved in various aspects of an ever-changing regulatory landscape within the Compliance Team of a global asset management firm. This individual will be primarily responsible for working closely with our marketing and distribution groups to ensure compliance in our marketing and distribution efforts and producing...


  • Milwaukee, United States Milwaukee Tool Full time

    Job Description:Come be DISRUPTIVE with us! At Milwaukee Tool, our most valued resource is our dedicated team of employees - employees who work with a passion to be the best and an unparalleled pride in their work and in the Milwaukee brand. We know that the only way to sustain growth and success is to value the growth and success of each person within the...


  • Milwaukee, United States RITE-HITE HOLDING CORP Full time

    JOB REQUIREMENTS: Job Category: Human Resources Schedule: Full time Job Description: Senior Director of Human Resources Position Summary: The Senior Director of Human Resources (Sr. Director HR) is a key leadership role responsible for overseeing the human resource's function and driving strategic initiatives to support the organization's growth and...


  • Milwaukee, United States Milwaukee Tool Full time

    Job Description: Come be DISRUPTIVE with us! At Milwaukee Tool, our most valued resource is our dedicated team of employees - employees who work with a passion to be the best and an unparalleled pride in their work and in the Milwaukee brand. We know that the only way to sustain growth and success is to value the growth and success of each person within the...


  • 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 Extension, Inc Full time

    Extension is seeking a Sr. Financial Planning & Analysis Analystfor a direct hire opportunity with one of our clients located in Milwaukee, WI. About Our Client Leader in their industry - in business for over 150 years! Strong promoters of internal growth Strong benefits plans! Key Objectives / Role Responsibilities Assist with development of annual rolling...


  • Milwaukee, United States BCI - Brokerage Consultants Inc. Full time

    Client Service Specialist | MilwaukeeA well-established Registered Investment Advisor (RIA) is searching for a motivated individual to collaborate with clients and provide support to their team of Financial Advisors. This position will be based entirely in the office. The benefits package includes fully funded health and dental insurance, a Health Savings...


  • 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...


  • Milwaukee, United States Inteplast Building Products Full time

    Extrusion Technician: Seeking Experienced Extrusion Technicians 10 Hour shifts working Monday through Thursday - some occasional overtime may be required Pay Starting at $16.75 - will be negotiable based on previous work experience - Evening $1.00 and Overnight $1.50 - shift-differentials - Previous work experience in the plastic/molding extrusion process...