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About the Role
Baird Advisors, a leading institutional fixed income management business, is seeking a highly skilled and experienced Portfolio Manager Specialist to join our team. This role involves advanced administrative duties and key office support for our Senior Leadership Team, based in our Milwaukee office.
Key Responsibilities
- Perform advanced and proactive administrative duties in support of the Baird Advisors team and specifically the Senior Leadership Team.
- Utilize technology to find the most efficient and effective way to complete work.
- Assist with scheduling and preparation of client meetings, including coordinating schedules, securing meeting rooms, and making all other necessary arrangements.
- Monitor team emails throughout the day, flagging urgent items that require immediate attention.
- Manage complex travel arrangements and accommodations, including preparing and reviewing itineraries and handling changes without advanced notice.
- Prepare and submit expense reports.
- Provide phone coverage across the team as needed.
- Act as main liaison with external community partners to coordinate schedules, arrange meetings, and potentially organize events in the Baird Conference Center or at off-site locations.
- Plan and execute internal team building events.
- Deliver exceptional client service and build strong client relationships.
- Maintain the utmost confidentiality of all matters of the department and Baird.
- Perform various other duties as assigned.
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 some of the most experienced and respected professionals in the industry.
- A flat, collaborative team structure that enables you to learn and grow as a professional.
- The opportunity to work within 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 is essential.
- Advanced level proficiency and comfort with Microsoft Outlook, Word, Excel, PowerPoint.
- Comfort with and practice using virtual technology of all kinds, including Zoom, MS Teams, WebEx, etc., with the ability to triage simple technical issues as needed.
- 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 are very important.
- 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.
- Willingness 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.