Sr. Investment Operations Analyst
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About The Position
The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they're setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client's plans to meet current needs and their future goals. As a Trust Investment Operations Support Analyst you will open and close accounts on portfolio management system, InvestCloud APL and UWP, perform daily reconciliation processes to ensure portfolio management systems are accurate and ready for trading team, initiate and monitor web access with outside custodians, generate monitoring report for portfolio managers, work closely with Financial Advisors and Portfolio Management to support client workflow, provide client service support to Financial Advisors and Client Service Associates as necessary, monitor reports to support client cash needs, and prepare adhoc analytical reports using Portfolio Management applications and MS Excel.
