Trust Investment Support Analyst
Trust Investment Support Analyst
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Investment Support Analyst provides operational support for Baird Trust investment advisory programs. This individual will have the ability to work in a dynamic team environment while learning about investment management support. This position also works closely with the trading team Financial Advisors and other functional areas of the firm.
As a Trust Investment 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.
Reconcile cost basis as necessary.
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 Systems SQL Reports and MS Excel.
Performs adhoc reporting requests to review account activity.
What makes this opportunity great:
Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
Compelling careers working side by side with the best in the business
Support and flexibility to grow and be your best at work at home and in the community
What we look for:
Knowledge of industry investment processes and products.
Intermediate principles of accounting economics and finance.
Proficiency and experience with Microsoft Word and Excel.
Knowledge of or willingness to learn Sequel/Power BI is a plus.
Understanding of daily operational objectives while interpreting and applying policies and procedures.
Must be detail orientated with strong analytical and organization skills.
Strong time management skills with the ability to prioritize workflow and ensure duties and projects are completed by deadlines.
Self-motivation with a commitment to excellence.
Communication skills and professional demeanor to interact with all levels of management other associates and counterparts at other firms.
Work in a team environment and work independently using initiative to solve problems and contribute to team efforts.
Client service focused.
Educational & Experience:
Undergraduate degree in related field preferred.
Three to five years of securities industry experience preferred.
Prior reconciliation and accounting experience required. NASD (National Association of Securities Dealers)
Series 7 preferred but not required.
#DI
#LI-TA1
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
