Mutual Fund Operations Specialist | Hybrid Role with Impact

Baird; Milwaukee (WI); Hybride; USD 65 000 - 95 000; Plein temps

Résumé du poste

Baird is seeking a Mutual Fund Operations Analyst to support mutual fund, UIT, and 529 plan activities across our Milwaukee-based team. The role resolves complex operational matters, serves as a resource for processes, and applies product, regulatory, and systems knowledge to strengthen quality, efficiency, and controls.

In partnership with Operations, Compliance, Wealth Solutions, Technology, branch stakeholders, and external vendors, the Analyst uses data and end-to-end process knowledge to

Qualifications

• Bachelor’s degree preferred, or an equivalent combination of education and relevant experience.
• Three or more years of experience in financial services is preferred.
• FINRA SIE and Series 99 required within 12 months of hire.
• Strong knowledge of financial markets, mutual fund, UIT, and 529 products; processes, controls, and supporting systems.
• Analytical and problem-solving skills, requirement development, testing support, project coordination, and MS Office proficiency, especially Excel; SQL/Power BI skills preferred.

Responsabilités

• Serve as the process owner for mutual fund, UIT, and 529 activities, coordinating issues through resolution with an end-to-end view of the client and advisor experience.
• Deliver best-in-class service by being responsive, solution-oriented, and accountable, ensuring questions and issues are resolved with professional, consistent support.
• Provide training and subject matter guidance to Financial Advisors, Client Specialists, and Operations associates to share knowledge across the team.
• Analyze operational data, recurring exceptions, and process performance to identify root causes and recommend practical solutions.
• Identify process improvements that reduce rework, strengthen controls, and improve efficiency and service experience.
• Evaluate proposed process, project, system, product changes for operational impacts and communicate findings.
• Partner with stakeholders and vendors to resolve issues, support testing and release activities, and drive implementation.
• Manage competing priorities independently, communicate progress, and meet deadlines in a fast-paced environment.

Connaissances

Analytical thinking

Problem solving

Stakeholder collaboration

Excel proficiency

Formation

Bachelor’s degree or equivalent

Outils

SQL

Power BI

Power Query

Excel

Description du poste

Baird is seeking a Mutual Fund Operations Analyst to support mutual fund, UIT, and 529 plan activities across our Milwaukee-based team. The role resolves complex operational matters, serves as a resource for processes, and applies product, regulatory, and systems knowledge to strengthen quality, efficiency, and controls.

In partnership with Operations, Compliance, Wealth Solutions, Technology, branch stakeholders, and external vendors, the Analyst uses data and end-to-end process knowledge to