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Statements & Investor Reporting Analyst

• Posted 7 days ago • Updated 5 days ago

Full Time

On-site

Fitment

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Job Details

Skills

Customer Facing
Wealth Management
Customer Experience
Proxies
Pricing
Testing
Leadership
Finance
Accounting
Analytical Skill
Conflict Resolution
Problem Solving
Research
ROOT
Financial Services
Communication
Management
Auditing
Documentation
Process Improvement
Workflow
Attention To Detail
Effective Communication
Collaboration
Regulatory Compliance
Microsoft Excel
Reporting
Microsoft SQL Server

Summary

About The Role:

The Statements & Investor Reporting Analyst plays an important role in supporting the accurate and timely delivery of client-facing communications and regulatory materials across Baird's Private Wealth Management and broader business lines. This role is responsible for overseeing assigned reporting deliverables related to client statements, trade confirmations, proxy materials, prospectus documents, data feeds, and pricing support, while applying analytical thinking and process knowledge to ensure quality, resolve issues, and strengthen operational effectiveness.

Working from our Milwaukee headquarters in a collaborative team environment, this role partners closely with Operations, Technology, Compliance, and vendor partners to manage reporting-related activities, support audits and controls, and lead smaller projects and process improvements that enhance the client experience and support regulatory compliance.

The Impact You'll Make

Own assigned reporting deliverables related to statements, confirmations, proxy materials, prospectus documents, and related investor reporting outputs, ensuring accuracy, completeness, and timely delivery

Analyze reporting workflows, data feeds, and pricing-related information to identify issues, determine root causes, and coordinate resolution

Serve as a key point of contact for assigned processes, deliverables, platforms, or vendor-supported activities

Lead smaller projects and support implementation efforts related to reporting enhancements, workflow updates, or control improvements

Support and help coordinate audits, compliance reviews, control activities, and procedural documentation related to investor reporting processes

Monitor reporting trends, exceptions, and operational risks, and recommend improvements to strengthen quality and efficiency

Partner with internal stakeholders and external vendors to resolve issues, manage process changes, and maintain reliable reporting operations

Participate in testing, validation, and implementation support for system, file, or reporting changes

Provide guidance and support to specialists and senior specialists on day-to-day questions, exceptions, and process execution

Contribute to a strong control environment by identifying gaps, documenting findings, and helping implement process improvements

What You'll Bring to Baird

Minimum of 3+ years of relevant experience in financial services, operations, or a related environment, or equivalent combination of education and experience

Bachelor's degree in Finance, Business, Accounting, or a related field, or equivalent combination of education and experience

FINRA Series SIE & Series 99 within 12 months of hire

Strong analytical and problem-solving skills, with the ability to evaluate reporting issues, research root causes, and recommend solutions

Working knowledge of financial services operations, reporting workflows, data feeds, and client communication processes

Ability to manage assigned deliverables and balance day-to-day responsibilities with project and audit-related work

Experience supporting audits, controls, procedural documentation, or process reviews

Ability to identify opportunities for process improvement and contribute to workflow or control enhancements

Strong attention to detail and commitment to accuracy in deadline-driven environments

Effective communication and collaboration skills across Operations, Technology, Compliance, and external partners

Proficiency in Microsoft Excel and familiarity with reporting systems, vendor platforms, or data-driven processes

Experience with SQL Server a plus

Ability to exercise sound judgment and make informed decisions within established guidelines

Demonstrated ability to work independently while contributing effectively in a team-based environment

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 90922487
Position Id: 24766213
Posted 7 days ago

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