Performance Reporting Analyst

Baird•Village of Malone, NY

About The Position

About The Role: The Performance Reporting Team is responsible for daily account maintenance, data validation, and support of performance reporting platforms. Our focus is on the integrity of our data supporting Private Wealth Management advisors and their clients. Our team members have a range of technical, problem-solving, and mathematical skills and are comfortable working with large data sets, in addition to the ability to communicate well with individuals at all levels. The Impact You'll Make: Serve as a subject matter resource for Financial Advisors, Client Specialists, and internal partners, providing high-quality support across performance-related platforms, workflows, and procedures. Resolve complex process and branch issues, ensuring accuracy and consistency in error resolution. Apply your deep understanding of financial markets, investment products, operational processes, regulations, and systems to achieve business objectives and deliver exceptional client service. Support vendor relationships by managing escalations, identifying opportunities for enhancements, and coordinating release testing. Leverage data analysis to monitor process efficiency, proactively identify data integrity exceptions, and drive continuous improvement. Champion productivity, efficiency, and effectiveness initiatives to enhance client service and mitigate risk. Foster a collaborative team environment through mentoring, knowledge sharing, and contributing to associate development. Participate in project teams as a subject matter expert, coordinating testing and analysis to support successful outcomes. Partner with various Baird business units to advance firm-wide and Operations initiatives. Demonstrate a comprehensive understanding of Baird’s products, processes, systems, financial markets, investment products, and industry regulations to consistently deliver on business goals. Take on additional responsibilities as needed to support the team. Intellectually curious – a relentless learner who enjoys the challenge of unfamiliar tasks and proactively seeks out the resources and knowledge needed to expand subject matter expertise Problem solver – can identify resolutions to new or unforeseen priorities with minimal guidance; thoroughly analyzes relevant factors, probes for answers, and anticipates all possible outcomes Driven by results – can be counted on to execute; holds themselves accountable; pursues tasks with energy and a high sense of urgency; seeks solutions especially in the face of setbacks; Actively participating as a member of a team to move the team toward the completion of goals Inspires trust – an effective communicator who is thoughtful and detail-oriented; builds trust at all levels through collaboration, integrity, accuracy, and reliability; a high focus on quality is critical Track record of success – consistently identified as a top performer; grasps new concepts quickly, deals with complexity comfortably; intellectually sharp and capable, high standards for work output Adaptability/Flexibility - Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, adjusts plans to meet changing needs

Requirements

Bachelor’s degree preferred – Business, Finance, or Accounting are ideal majors.
3 + yeas of relevant financial services experience are advantageous.
Proficiency and experience with Microsoft Office (Word, Excel, PowerPoint)
Willingness to learn SQL/Power BI
SIE & Series 99 licensed or ability to obtain within 1 year
Advanced analytical skills with the ability to perform complex problem solving.
Ability to handle multiple assignments; work under pressure and within deadlines and produce accurate, high-quality results.
Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines.
Passion for providing high-value client service.
Ability to work independently and effectively, relating to others to accomplish work responsibilities and objectives.
Diverse understanding of operational procedures and processes.
Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding environment.

Responsibilities

Serve as a subject matter resource for Financial Advisors, Client Specialists, and internal partners, providing high-quality support across performance-related platforms, workflows, and procedures.
Resolve complex process and branch issues, ensuring accuracy and consistency in error resolution.
Apply your deep understanding of financial markets, investment products, operational processes, regulations, and systems to achieve business objectives and deliver exceptional client service.
Support vendor relationships by managing escalations, identifying opportunities for enhancements, and coordinating release testing.
Leverage data analysis to monitor process efficiency, proactively identify data integrity exceptions, and drive continuous improvement.
Champion productivity, efficiency, and effectiveness initiatives to enhance client service and mitigate risk.
Foster a collaborative team environment through mentoring, knowledge sharing, and contributing to associate development.
Participate in project teams as a subject matter expert, coordinating testing and analysis to support successful outcomes.
Partner with various Baird business units to advance firm-wide and Operations initiatives.
Demonstrate a comprehensive understanding of Baird’s products, processes, systems, financial markets, investment products, and industry regulations to consistently deliver on business goals.
Take on additional responsibilities as needed to support the team.