Precision Statements & Investor Reporting Analyst

Baird; Milwaukee (WI); On-site; USD 48,000 - 65,000; Full time

Job summary

Baird is seeking a Statements & Investor Reporting Specialist to ensure timely delivery of client statements, trade confirmations, and regulatory materials across Wealth and Asset Management platforms. The role emphasizes detail-oriented production, data validation, and collaborative problem solving in a fast-paced operations environment.

Ideal candidates will hold a finance-related degree, have up to two years of experience in financial services, and possess strong Excel and SQL Server skills.

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.
• Strong attention to detail with a focus on accuracy and quality control.
• Ability to follow established processes and identify exceptions or discrepancies.

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

Organizational skills

Communication

Problem solving

Teamwork

Education

Bachelor’s degree

Tools

Excel

SQL Server

Job description

Baird is seeking a Statements & Investor Reporting Specialist to ensure timely delivery of client statements, trade confirmations, and regulatory materials across Wealth and Asset Management platforms. The role emphasizes detail-oriented production, data validation, and collaborative problem solving in a fast-paced operations environment.

Ideal candidates will hold a finance-related degree, have up to two years of experience in financial services, and possess strong Excel and SQL Server skills.