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

Operations – Capital Markets

The Alternative Investments Operations team is responsible for processing transactions, facilitating cash payments between asset managers and investors, and updating and managing clients. Transactions include subscriptions, capital calls, distributions, dividends, redemptions, and transfers. This role entails heavy interaction with our internal business partners in Wealth Solutions, Operations and external contacts at the asset management firms whose products we are servicing.

As an Alternative Investment Analyst, you will:

  • Provide high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations mission and values statement.
  • Support team as the subject matter expert on regulations and policies, understand end-to-end processes.
  • Utilize data analysis to monitor process efficiency and/or identify data integrity exceptions.
  • Assist with the resolution of complex process issues, branch issue resolution and/or error resolution.
  • Identify and contribute to productivity, efficiency, and effectiveness improvements to drive exceptional client service and risk mitigation.
  • Interface with various Baird business units to support firm wide and Operations initiatives.
  • Demonstrate and apply understanding and knowledge of markets, products, processes, regulations, and systems required to deliver on business objectives.
  • Partner with Corporate Resource Group teams to implement and develop policies to satisfy regulatory obligations.
  • Establish teamwork through collaboration, mentoring and contributing to the development of associates.
  • Participate on project teams creating requirements and testing through workflow analysis and use cases.
  • The Alternative Investments Operations team is responsible for processing transactions, facilitating cash payments between asset managers and investors, and updating and managing clients.
  • Transactions include subscriptions, capital calls, distributions, dividends, redemptions, and transfers. This role entails heavy interaction with our internal business partners in Alternative Investments and Operations and external contacts at the asset management firms
  • Perform other duties as required.

What makes this opportunity great:

  • Ability to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
  • The team is empowered to explore and implement any and all changes to meet the needs of the team and our clients including the use of technical solutions for data review and automation.
  • Freedom to recommend and drive impactful change to pursue desired outcomes.

What we look for:

  • Bachelor’s degree and 3+ years related of experience in a financial services operation’s role is a plus.
  • SIE and Series 99 within 120 days if role processes cash or security movements, otherwise SIE and Series 7 a plus.
  • Experience with SQL and Visual Basic 
  • Strong experience with Microsoft Office (Word, Excel, Outlook, PowerPoint, Visio).
  • Advanced analytical skills with the ability to perform complex problem solving.
  • Ability to handle multiple assignments; work under pressure and within deadlines and produce accurate, high quality results.
  • Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines.
  • Passion for providing high-value client service.
  • Ability to work independently and effectively, relating to others to accomplish work responsibilities and objectives.
  • Diverse understanding of operational procedures and processes.
  • Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding environment.

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