The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals. To learn more about Baird Trust, .

As a Trust Investment Operations Support Analyst you will:

Open and close accounts on portfolio management system, InvestCloud APL and UWP.

Perform daily reconciliation processes to ensure portfolio management systems are accurate and ready for trading team.

Initiate and monitor web access with outside custodians.

Generate monitoring report for portfolio managers.

Works closely with Financial Advisors and Portfolio Management to support client workflow

Provide client service support to Financial Advisors and Client Service Associates as necessary.

Monitor reports to support client cash needs.

Prepare adhoc analytical reports using Portfolio Management applications and MS Excel

What makes this opportunity great:

Compelling careers working side-by-side with the best in the business

Ability to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable

Fast paced environment that will enable you to grow as a professional

Team of associates passionate about achieving great results for clients and give back to the communities where we live and work

What we look for:

Three to five years of financial services or securities industry.

Experience in account reconciliation and knowledge of industry investment processes and products.

Knowledge and experience with corporate actions and proxy preferred.

Bachelor’s degree in related field preferred. 

Experience with Power BI is a plus.

Series 7 preferred but not required.

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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. .