Investment Portfolio Management Associate

2 weeks ago

Milwaukee, Wisconsin, United States Baird Full time

Baird Advisors, a prominent player in institutional fixed income management, oversees assets exceeding $145 billion for a diverse clientele, including institutions, pensions, foundations, and individuals. Our team comprises seasoned investment professionals known for their low turnover rates and esteemed reputation as a leading active fixed income manager. We provide a variety of strategies through Separately Managed Accounts for large institutional clients and our mutual fund offerings, Baird Funds. Recognized for 12 consecutive years as a top workplace by Pensions & Investments and ranked the #1 fund family by Morningstar, our accolades reflect our dedication to client service and our commitment to fostering a workplace that attracts and retains top talent. Discover more about the award-winning Baird Advisors team here.

Baird Advisors is on the lookout for an Investment Portfolio Management Associate to enhance our team. This position entails advanced administrative responsibilities and vital office support for our team, particularly the Senior Leadership Team. This role requires a candidate who is adaptable to various tasks and eager to contribute to gain valuable experience and advance within the team.

In this capacity, you will collaborate with different team members, engage with various Baird departments, and support both clients and community partners. We seek a highly professional, organized, and motivated individual who can anticipate needs and exhibit strong judgment and problem-solving abilities in real-time. Attention to detail and the capacity to independently plan and prioritize tasks in a dynamic environment are crucial. Additionally, fostering a positive and welcoming team atmosphere is a key aspect of this role.

As an Investment Portfolio Management Associate, your responsibilities will include:

  • Executing advanced and proactive administrative tasks in support of the Baird Advisors team and specifically the Senior Leadership Team.
  • Utilizing technology to discover the most efficient and effective methods to complete work.
  • Assisting with the scheduling and preparation of client meetings, including coordinating schedules, securing meeting spaces, and making all necessary arrangements.
  • Monitoring team communications throughout the day, highlighting urgent matters that require immediate attention.
  • Managing intricate travel arrangements and accommodations, including preparing and reviewing itineraries and handling changes on short notice.
  • Preparing and submitting expense reports.
  • Providing phone coverage across the team as needed.
  • Acting as the primary liaison with external community partners to coordinate schedules, arrange meetings, and potentially organize events.
  • Planning and executing internal team-building activities.
  • Delivering exceptional client service and nurturing strong client relationships.
  • Maintaining the utmost confidentiality regarding all departmental matters.
  • Performing various other duties as assigned.
What makes this opportunity appealing:
  • This is a fast-paced, high-performing team experiencing significant growth.
  • In-depth involvement in daily business operations provides valuable knowledge and the ability to directly impact the business.
  • An engaging career path to learn and work alongside some of the most experienced and respected professionals in the industry.
  • Work within a collaborative team structure that promotes learning and professional growth.
  • Join a dynamic team dedicated to delivering exceptional results and contributing to the communities where we operate.
What we seek:
  • A bachelor's degree is preferred.
  • 5+ years of administrative experience, preferably at the executive level.
  • Experience in a professional services or investment-related firm is preferred.
  • Ability to handle highly confidential information is essential.
  • Advanced proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
  • Comfort with various virtual technologies, including Zoom, MS Teams, and WebEx, with the ability to troubleshoot basic technical issues.
  • Excellent verbal and written communication skills, demonstrating a professional, courteous, and positive demeanor.
  • Exceptional organizational skills and attention to detail.
  • Strong problem-solving and analytical skills with a commitment to continuous learning and process improvement.
  • A proactive approach and strong follow-up are crucial.
  • Ability to work independently in a fast-paced environment with minimal supervision.
  • Capacity to manage peak workloads and multiple assignments while delivering accurate and reliable results.
  • Ability to maintain composure in stressful situations.
  • Strong commitment to providing exceptional customer service.
  • Willingness to work extended hours and participate in corporate-sponsored events as required.
  • Series 7 licensed or willingness to obtain required licensing within the first year of employment.
Commitment to Inclusion & Diversity

Baird is dedicated to fostering inclusion and diversity for our clients, associates, and the communities where we operate. This commitment is rooted in our culture of integrity, genuine concern for others, and respect for the individual. We view inclusion and diversity as an ongoing journey—one of shared responsibility, continuous improvement, and a focus on progress. We invite you to join us in creating an environment where diversity unites rather than divides us.

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