Institutional Analyst
| Company | Baird |
|---|---|
| Location | Charlotte, NC, USA, Milwaukee, WI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.
- SIE, 7, 66 required and other licenses, as appropriate.
- Deep financial services industry and product knowledge.
- A strong technical skill set and adaptable skills across a variety of reporting platforms and desktop applications.
- Demonstrated success at identifying operating efficiency opportunities and working cross functionally to implement improved procedures.
- Proven self-starter, the ability to work independently, prioritize tasks aligned with creating the best outcomes for clients and effectively manage conflicting deadlines.
- Possesses a very high client awareness and client satisfaction attitude.
- High attention to detail is a must.
- Excellent people/communication skills, self-motivated and a team player.
- 3-5 years experience in a high-level support position in the financial services industry.
- Ability to interact and communicate effectively with colleagues and clients.
- Evidence of strong leadership skills.
Responsibilities
- Assists the Investment Consultants with quantitative analysis and preparation of investment committee materials and quarterly reporting packages.
- Prepares RFP responses and maintains the accuracy of the RFP content library.
- Independently prepares or oversees the preparation of ongoing client reporting requirements.
- Responsible for the creation of pitchbooks and leads the team on the creation of marketing.
- Direct interaction with senior level clients in servicing ongoing and ad hoc requests.
- Manage and enhance an array of reporting tools.
- Stay current with current Institutional Consulting trends and apply knowledge in maintaining and recommending enhancements to the current ICS service model.
- Assists in driving the ICS strategic and growth initiatives.
- Performs other duties and special projects as necessary.
Preferred Qualifications
- An advanced degree or pursuing a specialized professional designation (CIMA or CFA) preferred.
- Preferred experience with Morningstar Direct and other Market Data software applications.