Trust Performance & Product Support Analyst

ROBERT W. BAIRD & CO. INCORPORATED; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Trust Performance Analyst responsible for providing performance measurement and analytics support to the Baird Trust team. This role involves generating performance reports, collaborating with various teams, and ensuring high-quality results in a fast-paced environment. Ideal candidates should have a Bachelor's degree in Business, Accounting or Finance and experience in the investment industry.

Qualifications

• Understanding of performance measurement principles.
• Minimum of two years experience in investment or financial services.
• Strong verbal and written communication skills.

Responsibilities

• Provide performance measurement and investment analytics support.
• Prepare Client Investment Reviews and generate performance related reports.
• Support additional investment related functions as necessary.

Skills

Attention to detail

Analytical skills

Strong organizational skills

Interpersonal skills

Education

Bachelor’s degree in Business, Accounting, or Finance

Tools

Microsoft Office

SQL

Power BI

Job description

As a Trust Performance Analyst, you will:

• Provide performance measurement and investment analytics support to Baird Trust

• Works in a dynamic team environment while learning about investment management, investment strategy and general investment analytical support within the Baird Trust investment services team.

• Works with the performance team to prepare Client Investment Reviews (performance reports), identify outliers on performance results, generate various performance related reports and gather documentation to support the investment management division of Baird Trust.

• Works closely with performance vendor (First Rate) submitting tickets for new client aggregates, addressing performance related reporting issues and general questions related to performance results.

• Works with Baird Trust Advisory Support team to support performance operations.

• Supports additional investment related functions as necessary (asset setup, data code reviews, etc.).

• Provide performance data and portfolio analytics to marketing team and investment team.

• Assist in the production of marketing brochures.

What makes this opportunity great:

• Interacts with Baird Trust Portfolio Management Assistants on various client reporting needs.

• Ability to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable

• Fast paced environment that will enable you to grow as a professional

What we look for:

• Basic understanding of performance measurement principals.

• Understanding of general financial markets and products.

• Proficiency and experience with Microsoft Office (Word, Excel, PowerPoint and Outlook)

• Knowledge of SQL/Power BI or willingness to learn is a plus.

• Basic accounting concepts, practices, and procedures.

• Strong attention to detail and analytical skills.

• Strong organizational skills sufficient to handle multiple tasks, prioritize workloads, and meet deadlines.

Educational & Experience:

• Bachelor’s degree in a Business, Accounting, or Finance preferred.

• A minimum of two (2) years of experience in the investment or financial services industry preferred.

• Strong verbal and written communication skills as well as interpersonal skills to collaborate and work effectively as part of a team while completing work independently as needed.

• Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.