Trust Performance & Product Analyst
Trust Performance & Product Analyst
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1 Vacancy
Job Description
As a Trust Performance Analyst you will:
Provide performance measurement and investment analytics support to Baird Trust
Works in a dynamic team environment while learning about investment management investment strategy and general investment analytical support within the Baird Trust investment services team.
Works with the performance team to prepare Client Investment Reviews (performance reports) identify outliers on performance results generate various performance related reports and gather documentation to support the investment management division of Baird Trust.
Works closely with performance vendor (First Rate) submitting tickets for new client aggregates addressing performance related reporting issues and general questions related to performance results.
Works with Baird Trust Advisory Support team to support performance operations.
Supports additional investment related functions as necessary (asset setup data code reviews etc.).
Provide performance data and portfolio analytics to marketing team and investment team.
Assist in the production of marketing brochures.
What makes this opportunity great:
Interacts with Baird Trust Portfolio Management Assistants on various client reporting needs.
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
What we look for:
Basic understanding of performance measurement principals.
Understanding of general financial markets and products.
Proficiency and experience with Microsoft Office (Word Excel PowerPoint and Outlook)
Knowledge of SQL/Power BI or willingness to learn is a plus.
Basic accounting concepts practices and procedures.
Strong attention to detail and analytical skills.
Strong organizational skills sufficient to handle multiple tasks prioritize workloads and meet deadlines.
Educational & Experience:
Bachelors degree in a Business Accounting or Finance preferred.
A minimum of two (2) years of experience in the investment or financial services industry preferred.
Strong verbal and written communication skills as well as interpersonal skills to collaborate and work effectively as part of a team while completing work independently as needed.
Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate high-quality results.
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
Employment Type
Full-Time
