Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

The Institutional Consulting Associate is a client-facing role that provides investment advice to a wide range of high-net-worth institutional clients on the determination of investment objectives, establishment of investment policy, selection of investment managers, and the monitoring of investments.

Responsible for cultivating new/existing relationships with institutional clients with investable assets of $25M or more and proactively helps to resolve issues and concerns. Conducts quarterly/annual portfolio performance reviews and responds to client’s ad hoc requests.  Provides support on products and services and directs consulting projects.

Position is open nationwide, preferably out of a Baird branch location.

As an Institutional Consulting Associate, you will:

  • Present (in person or virtually) regular updates on capital markets and investment performance to executive-level committees and other stakeholders.
  • Present and respond to investment committees throughout the RFP process.
  • Be responsible for construction of portfolio recommendations and evaluate client portfolios focusing on generating optimal risk/return characteristics, investment strategies and their impact for large and jumbo market clients.
  • Independently assist institutional clients with market and stock research.
  • Coordinate the resolution of complex issues/concerns received from the institutional client .
  • Develop high net worth offerings leveraging existing internal capabilities. 
  • Present at events to highlight Baird’s capabilities.
  • Develop and maintain a thorough understanding of the firm’s wealth management solutions and resources .
  • Become uniquely adept at telling the Baird story in the community/with clients.
  • Proactively identify and pursue new client relationship to grow and maintain a strong client base.
  • Heavy focus on foundation, endowments, trusts, pension funds and non-profits.
  • Coordinate and assist in the creation and reconciliation of quarterly reporting packages.  
  • Create RFP responses and board packages.  

What makes this opportunity great:

  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
  • 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:

  • Minimum 10 years’ experience in investment consulting or related field.
  • Advanced degree or professional certification, CFA designation preferred.
  • Series 7, 66.
  • Additional product licenses may be required.
  • Strong technical analysis skills and past manager analysis experience.
  • Proficient in Microsoft Excel, Word, Powerpoint and Adobe Acrobat.
  • Preferred experience with Morningstar Direct and other Market Data software applications.
  • Ability to translate the impact of macro economic events on client portfolios.
  • Financial industry and product knowledge.
  • Knowledge of applicable compliance rules and regulations.
  • Proficient in applicable software applications.
  • Ability to interact and communicate effectively with colleagues and clients.
  • Excellent written and verbal communication skills.
  • Evidence of strong leadership skills or previous supervisory experience.
  • Must be willing to travel. 
  • Experience in developing, reviewing and recommending improvements to investment policy statements.
  • Knowledgeable of investment committee best practices and governance structures. 



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