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Portfolio Manager Assistant

2 months ago

Milwaukee, Wisconsin, United States Baird Full time
About the Role

Baird Advisors, a leading institutional fixed income management business, is seeking a highly skilled Portfolio Manager Specialist to join its team. This role involves advanced administrative duties and key office support for the Senior Leadership Team, based in the Milwaukee office.

Key Responsibilities
  • Perform proactive administrative duties in support of the Baird Advisors team and Senior Leadership Team.
  • Utilize technology to find efficient and effective ways to complete work.
  • Assist with scheduling and preparation of client meetings, including coordinating schedules and making necessary arrangements.
  • Monitor team emails and flag urgent items requiring immediate attention.
  • Manage complex travel arrangements and accommodations, including preparing and reviewing itineraries and handling changes without notice.
  • Prepare and submit expense reports.
  • Provide phone coverage across the team as needed.
  • Act as liaison with external community partners to coordinate schedules, arrange meetings, and potentially organize events.
  • Plan and execute internal team building events.
  • Deliver exceptional client service and build strong client relationships.
  • Maintain confidentiality of all matters related to the department and Baird.
What We Offer
  • A fast-paced, high-performing team experiencing strong growth.
  • In-depth involvement in daily business operations, providing depth of knowledge and the ability to have a direct impact on the business.
  • A compelling career path to learn and work directly with experienced professionals in Milwaukee and the industry.
  • A flat, collaborative team structure enabling growth as a professional.
  • The opportunity to join a dynamic team passionate about delivering exceptional results and giving back to the communities where we live and work.
Requirements
  • Bachelor's degree preferred.
  • 5+ years of administrative experience, preferably with executive level.
  • Experience working at a professional services and/or investments-related firm preferred.
  • Ability to handle highly confidential information.
  • Advanced level proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
  • Comfort with virtual technology, including Zoom, MS Teams, and WebEx, with the ability to triage simple technical issues.
  • Superior verbal and written communication skills, with a professional, courteous, and positive attitude.
  • Exceptional organizational skills and attention to detail.
  • Problem-solving and analytical skills, with a desire for continual learning and process improvement.
  • Proactive approach and strong follow-up.
  • Ability to work independently in a rapid-paced environment with minimal supervision.
  • Ability to tolerate peak workloads and multiple assignments, while producing results with accuracy and reliability.
  • Ability to demonstrate a calm demeanor and retain composure in stressful situations.
  • Strong commitment to providing exceptional customer service.
  • Willingsness to work extended hours and attend corporate sponsored functions as required.
  • Series 7 licensed or willingness to complete required licensing within the first year after hire.