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Bairds Institutional Equites & Research group includes professionals in research institutional sales and trading. Baird delivers highquality objective research in the sectors our clients seek timely actionable insights. Our dedicated and tenured analyst sales and trading teams provide comprehensive award winning research coverage and client service of over 700 stocks including long standing partnerships with corporate management teams and institutional money managers.
As a Milwaukee based Business Analyst Assistant for Institutional Equities you will:
Develop an extensive understanding of client data and resources to utilize across the department
Gather and analyze data to drive business opportunities
Influence collaborators to support business projects
Work with Excel PowerBI and SQL to create and maintain reports for leadership including visuals to present information efficiency
Accurately complete monthly reporting for client resource usage.
Drive data integrity of CRM system. Ensure client records are maintained and accurate through data checks.
Identify automation opportunities
Create and enforce best practices for process efficiency.
Administrative support for the department including office/facility logistics and communication.
Develop and grow relationships with associates across the department including Sales Trading Research Corporate Access Conference Services Equity Capital Markets Desk
What makes this opportunity great:
Compelling careers working sidebyside with the best in the business.
Fast paced environment that will enable you to grow as a professional.
Always promoting excellent client relationships.
What we look for:
Bachelors degree preferred with a degree and a minimum of 13 years experience working in a business analyst role. SIE Series 7 and 63 are a plus within first few years.
Strong interest in data manipulation and problem solving
Ability to multitask is consistent dependable and accurate. Ability to prioritize daily workflow to effectively meet deadlines.
Exceptional communication skills ability to effectively exchange ideas and information or influence others with a high level of professionalism.
Must be detail oriented and recognize errors in numbers spelling grammar and punctuation. Must demonstrate good followthrough skills to ensure a successful end result.
Strong team player mentality willing to pitch in and help other team members and leaders as necessary. Flexible and highly adaptable.
Ability to tolerate peak workloads and maintain flexibility and composure in a high volume highintensity environment.
Ability to work independently in a fastpaced team environment with minimal supervision.
Excellent PC skills Advanced knowledge of Excel. Experience utilizing pivot tables PowerBI and SQL are helpful.
This is a Milwaukee WI based role with inoffice requirements.
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
IC
Full-Time