Investor Reporting & Statements Specialist

Baird Careers; Milwaukee (WI); On-site; USD 52,000 - 76,000; Full time

Job summary

Baird seeks a Statements & Investor Reporting Specialist in Milwaukee to support the production and distribution of client statements, trade confirmations, proxy materials, and prospectus documents. You’ll help validate data, monitor exception reports, and ensure outputs meet regulatory standards.

Ideal candidates have a finance-oriented background, strong Excel and data validation skills, and a collaborative approach to meet tight daily deadlines in a regulated financial services environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field or equivalent combination of education and experience.
• 0-2 years of relevant experience in financial services, operations, or data/reporting environments.
• Proficiency in Microsoft Excel and familiarity with data validation techniques.
• Experience with SQL Server a plus.
• FINRA SIE and Series 99 within 12 months of hire.

Responsibilities

• Execute daily production processes to support the delivery of client statements, trade confirmations, and regulatory communications.
• Monitor and resolve exception reports related to statements, pricing, and investor reporting outputs.
• Validate data feeds and assist in identifying discrepancies or inconsistencies in reporting data.
• Support distribution of proxy materials and prospectus documents in accordance with regulatory requirements.
• Perform quality control checks to ensure accuracy, completeness, and timeliness of deliverables.
• Research and elevate issues as needed to senior team members or analysts for resolution.
• Maintain documentation of processes and standard operating procedures.
• Collaborate with team members to ensure daily deadlines and service level expectations are consistently met.
• Assist with audit preparation by gathering supporting documentation and responding to data requests.

Skills

Attention to detail

Organization

Time management

Communication skills

Problem solving

Team collaboration

Regulatory awareness

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Microsoft Excel

SQL Server

Job description

Baird seeks a Statements & Investor Reporting Specialist in Milwaukee to support the production and distribution of client statements, trade confirmations, proxy materials, and prospectus documents. You’ll help validate data, monitor exception reports, and ensure outputs meet regulatory standards.

Ideal candidates have a finance-oriented background, strong Excel and data validation skills, and a collaborative approach to meet tight daily deadlines in a regulated financial services environment.