Statements & Investor Reporting Analyst

About The Role:The Statements & Investor Reporting Analyst plays an important role in supporting the accurate and timely delivery of client-facing communications and regulatory materials across Baird’s Private Wealth Management and broader business lines. This role is responsible for overseeing assigned reporting deliverables related to client statements, trade confirmations, proxy materials, prospectus documents, data feeds, and pricing support, while applying analytical thinking and process knowledge to ensure quality, resolve issues, and strengthen operational effectiveness.Working from our Milwaukee headquarters in a collaborative team environment, this role partners closely with Operations, Technology, Compliance, and vendor partners to manage reporting-related activities, support audits and controls, and lead smaller projects and process improvements that enhance the client experience and support regulatory compliance.The Impact You’ll MakeOwn assigned reporting deliverables related to statements, confirmations, proxy materials, prospectus documents, and related investor reporting outputs, ensuring accuracy, completeness, and timely deliveryAnalyze reporting workflows, data feeds, and pricing-related information to identify issues, determine root causes, and coordinate resolutionServe as a key point of contact for assigned processes, deliverables, platforms, or vendor-supported activitiesLead smaller projects and support implementation efforts related to reporting enhancements, workflow updates, or control improvementsSupport and help coordinate audits, compliance reviews, control activities, and procedural documentation related to investor reporting processesMonitor reporting trends, exceptions, and operational risks, and recommend improvements to strengthen quality and efficiencyPartner with internal stakeholders and external vendors to resolve issues, manage process changes, and maintain reliable reporting operationsParticipate in testing, validation, and implementation support for system, file, or reporting changesProvide guidance and support to specialists and senior specialists on day-to-day questions, exceptions, and process executionContribute to a strong control environment by identifying gaps, documenting findings, and helping implement process improvementsWhat You’ll Bring to BairdMinimum of 3+ years of relevant experience in financial services, operations, or a related environment, or equivalent combination of education and experienceBachelor’s degree in Finance, Business, Accounting, or a related field, or equivalent combination of education and experienceFINRA Series SIE & Series 99 within 12 months of hireStrong analytical and problem-solving skills, with the ability to evaluate reporting issues, research root causes, and recommend solutionsWorking knowledge of financial services operations, reporting workflows, data feeds, and client communication processesAbility to manage assigned deliverables and balance day-to-day responsibilities with project and audit-related workExperience supporting audits, controls, procedural documentation, or process reviewsAbility to identify opportunities for process improvement and contribute to workflow or control enhancementsStrong attention to detail and commitment to accuracy in deadline-driven environmentsEffective communication and collaboration skills across Operations, Technology, Compliance, and external partnersProficiency in Microsoft Excel and familiarity with reporting systems, vendor platforms, or data-driven processesExperience with SQL Server a plusAbility to exercise sound judgment and make informed decisions within established guidelinesDemonstrated ability to work independently while contributing effectively in a team-based environmentBaird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.SummaryLocation: WI-MilwaukeeType: Full time