Investor Reporting & Statements Analyst

Baird; Milwaukee (WI); On-site; USD 70,000 - 100,000; Full time

Job summary

Baird is seeking a Statements & Investor Reporting Analyst to ensure accurate and timely delivery of client statements, trade confirmations, proxy materials, and prospectus documents across Private Wealth Management. You will oversee reporting deliverables, data feeds, and pricing support while applying analytical thinking to resolve issues.

Based at our Milwaukee headquarters, you will collaborate with Operations, Technology, Compliance, and vendors to drive improvements, support audits, and

Qualifications

• 3+ years in financial services or operations
• Bachelor’s degree in Finance, Business, Accounting, or related field
• FINRA Series SIE & Series 99 within 12 months of hire

Responsibilities

• 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

Skills

Analytical thinking

Problem solving

Excel

SQL Server

Education

Bachelor’s degree in Finance/Business/Accounting

Tools

SQL Server

Job description

Baird is seeking a Statements & Investor Reporting Analyst to ensure accurate and timely delivery of client statements, trade confirmations, proxy materials, and prospectus documents across Private Wealth Management. You will oversee reporting deliverables, data feeds, and pricing support while applying analytical thinking to resolve issues.

Based at our Milwaukee headquarters, you will collaborate with Operations, Technology, Compliance, and vendors to drive improvements, support audits, and