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. To learn more about Baird Trust, .

As a Portfolio Manager I, you will:

Join Baird Trust Company (BTC) as a key contributor to our Portfolio Management team. In this role, you will support client service initiatives, assist with portfolio management and trading activities, conduct performance and data analysis, and actively participate in the BTC Investment Committee.   

Serve as sales contact for BTC’s Custom Portfolio Management (CPM) and SMA strategies offered through the Baird SMA Network.

Support Portfolio Managers in managing existing client relationships and portfolios.

Learn the intricacies of portfolio management within a trust company environment.

Coordinate with Trust Administration in managing existing client relationships and portfolios.

Support BTC trading functions – equity and fixed income – for Trust Company client accounts (Bundled Trust and CPM).

Review accuracy of BTC client investment reviews used to share the investment / performance information during client meetings.

Support BTC investment strategies by providing data analysis through use of third party applications.

Consistently maintains proper internal controls and ensure compliance with company policies and procedures, all applicable SEC, IRS, Federal and State laws and regulations.

Maintains a complete knowledge of and comply with all company and departmental policies, procedures, and service standards.

Assists the senior staff in the development of strategic objectives, philosophies, mission, strategies and tactics.

Manages relationships with third party vendors.

What makes this opportunity great:

Compelling careers working side-by-side with the best in the business

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

Team of associates passionate about achieving great results for clients and give back to the communities where we live and work

What we look for:

Knowledge of asset allocation, equity and fixed income markets.

Statistical methods and concepts and other analytical financial tools particularly as relate to investment performance.

Preparing and delivering clear, effective, and professional presentations.

Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

Providing appropriate recommendations for resolution of complex financial issues.

Interpreting and applying state and federal statues and applicable tax rules and regulations.

Advanced problem solving sufficient to effectively analyze, research and resolve inquiries in a timely manner.

Review and analyze report information, while using critical thinking skills to evaluate the data for regulatory compliance.

Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

Learn, train and adapt to technology used to support the investment processes within BTC.

Work ethically and with integrity, including maintaining personnel and firm confidentiality.

Education:

Four (4) year degree in Business, Economics, Accounting, or Finance (Masters of Finance or MBA preferred).

Licenses/Certifications:

MBA / CFA / CFP preferred.

FINRA Series 7 Required – or ability to obtain.

FINRA Series 63, 65, or 66 required – or ability to obtain.

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. .