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Baird · 1 day ago

Asset Management Operations Specialist

WI-Milwaukee

Full-time

Onsite

New Grad, Entry Level

Baird is a nationally recognized active fixed income manager, managing over $188 billion for institutional clients. The Asset Management Operations Specialist role involves supporting Baird Advisors and Baird Funds across operations and client service functions, providing exceptional service and contributing to process improvements.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Provide exceptional service to internal and external clients in an environment that promotes Baird’s culture, mission, and values statement

Crosstrain in operational, trading, reconciliation, performance reporting, client communication and reporting functions across Baird Advisors to assist the team as needed

Respond to/or initiate communication with clients, consultants, brokers, or custodians to support inquiries and follow through on requests

Handle complex client and operational requests with the ability to analyze and resolve issues in a timely manner

Utilize desktop applications like Microsoft Excel to fulfill data requests for portfolio managers and assist in the overall management of client accounts

Contribute to process improvements that will help drive exceptional client service, efficiency, and risk mitigation

Perform various other duties and take on projects as required

Qualification

Financial services experienceMicrosoft ExcelAnalytical skillsProject managementProblem-solving skillsContinuous improvementDesire for learningCommunication skillsInterpersonal skillsDetail-orientedOrganizational skillsTeam collaborationAdaptability

Required

Proficiency and experience with Microsoft Office (Word, Excel, Outlook) and the ability to quickly master internal systems and applications

Ability to handle multiple assignments; work under pressure and within deadlines to produce high quality, timely and accurate work

Strong verbal and written communication as well as interpersonal skills to collaborate and work effectively as part of a team while completing work independently as needed

Detail-oriented with excellent project management and organizational skills; able to prioritize work and handle multiple tasks to ensure that complex projects are completed by deadline, with interim review steps incorporated

Attention to detail, accuracy and reliability are essential with a drive for continuous improvement

Problem-solving and analytical skills with a desire for continual learning and process improvement

Preferred

Bachelor's degree with relevant operations work experience within the financial services industry preferred

Desire and ability to become Series 7 & 66 licensed within one year of employment

Company

Baird

Glassdoor4.3

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.

Founded in 1919

Milwaukee, Wisconsin, USA

5001-10000 employees

http://www.rwbaird.com

H1B Sponsorship

Baird has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (13)

2023 (6)

2022 (11)

2021 (4)

2020 (5)