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Company Name:
Approximate Salary:
Per Year
Milwaukee, Wisconsin
United States
Position type:
Full Time
Experience level:
Entry Level
Education level:
Bachelor's Degree

Portfolio Analyst

We are seeking an experienced financial analyst for our Asset Manager Research team, which is responsible for overseeing Baird's recommendations of third-party investment managers (e.g., mutual funds and separate account managers). This growing team oversees $10+ billion in client assets, including 150+ recommended investment options and 30+ portfolios, and provides investment advice (e.g., portfolio structuring, etc.) to Baird Financial Advisors developing their retail and institutional client business. This self-starter will have multiple responsibilities within the team, including selecting and monitoring third party asset/investment managers, measuring portfolio performance, supporting investment proposal development when needed, and analyzing potential new investment products.

As a Portfolio Analyst you will:

  • Perform the initial due diligence and recommendation of third party asset managers, including the qualitative review of the manager's investment management process and the quantitative analysis of performance, asset allocation, and style consistency. The due diligence process includes on-site visits of managers, many of whom are located outside of Milwaukee.
  • Be responsible for the ongoing monitoring of asset managers, including the monitoring of a standardized scoring model, performance attribution analysis and qualitative assessment of investment team and process on a quarterly basis to ensure that a negative trend is not developing, and recommend manager removal when necessary.
  • Effectively utilize the department's multiple software programs (Morningstar, FactSet, Bloomberg) to accurately analyze the performance and style of managers and mutual funds.
  • Research asset classes including domestic and international equity, domestic and international fixed income, and alternative investments for potential use in client portfolios.
  • Participate in other duties/projects as assigned, such as analyzing retail and institutional client portfolios, writing white papers, et cetera.

What makes this opportunity great:
  • Compelling career 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 giving back to the communities where we live and work.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

What we look for:
  • Bachelor's degree in finance, business, or other related field. Minimum of five years of investment industry experience; prior experience in investment consulting field preferred. MBA with finance concentration and/or CFA charter holder candidate preferred. Must at least be in process of studying for CFA and be willing to obtain full designation upon hire.
  • Must be Series 7 & 66 registered or able to obtain both within six months of hire.
  • Strong mathematical, statistical and computational abilities; experience with investment performance measurement and investment manager evaluation.
  • Adept with spreadsheets, databases, presentation and word processing applications.
  • Exceptional oral and written communications skills; ability to communicate with all levels of management; strong presentation skills.
  • Strong attention to detail and organizational skills with the ability to prioritize and complete multiple tasks; ability to work under strict deadlines and pressure situations. Demonstrated time management skills.

Who we are:
Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than $167 billion in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.

Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. Committed to being a great place to work, Baird ranked No. 4 on FORTUNE's 100 Best Companies to Work For in 2017, its fourteenth consecutive year on the list. To learn more about Baird's culture, click here.