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Baird · 1 day ago

Trader- Baird Trust

KY-Louisville

Full-time

Hybrid

Mid Level

3+ years exp

Baird Trust is seeking a Trader to manage and execute trade orders for diverse clients. The role involves overseeing trade order processing, collaborating with team members on fixed income securities, and ensuring compliance with investment policies.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Executes trading activities for equity and fixed income securities

Prepares and produces trading reports for management and compliance purposes

Conducts research on investment opportunities and helps monitor the credit quality of bond issuers

Supports the development of fixed income investment strategies, including researching and implementing new ideas while ensuring compliance with client Investment Policy Statements

Carries out both individual and multi-security equity trades, such as block trades

Builds and maintains strong relationships with brokers and dealers to ensure best execution of portfolio trades

Collaborates with portfolio managers to design investment portfolios for both retail and institutional clients

Works closely with portfolio managers and compliance teams to oversee trading activity

Consistently implements internal controls and ensures adherence to company policies and procedures

Reviews upcoming reorganizations and informs portfolio managers accordingly

Handles proxy voting responsibilities, including evaluating upcoming meetings, providing research for proxy vendors, voting physical proxies, and coordinating information with the chief investment officer

Manages the trading error process, which involves preparing written summaries, making necessary adjustments to client and firm accounts, and reporting to the investment committee

Follows up on audit findings and tracks corrective actions taken

Acts as a backup for other Traders and performs additional tasks and projects as assigned

Qualification

Trading experienceInvestment management technologiesPortfolio investing principlesSecurities licensesAnalytical skillsAccountingCommunication skillsOrganizational skillsTime managementAttention to detailTeam collaboration

Required

Undergraduate degree in related field. Experience may replace education requirement

Three to five years of securities industry experience

Previous trading experience required

Proficient knowledge of portfolio investing principles

Familiarity with rating agency credit methodologies as well as industry investment concepts and products

Solid understanding of intermediate accounting, economics, and finance principles

Knowledge of effective communication concepts, methods, and techniques

Proficient with Microsoft Word and Excel at an intermediate level

Experience in security selection for both taxable and tax-exempt fixed income, common stocks, and mutual funds; working understanding of investment theory

Strong analytical and technical skills

Professional telephone etiquette and ability to interpret and apply organizational policies and procedures

Meticulous attention to detail, strong organizational abilities, accuracy, and advanced math skills

Excellent organizational and time management capabilities to prioritize tasks and ensure timely completion of projects

Highly self-motivated with a dedication to excellence

Effective communication skills and professional demeanor for interaction across all levels of management, colleagues, and external counterparts

Ability to organize, manage, prioritize, and track multiple detailed assignments in a dynamic environment while meeting strict deadlines

Proven capacity to establish and maintain productive working relationships throughout the organization

Demonstrated aptitude for working collaboratively in a team setting as well as independently, employing initiative to solve problems and contribute to team success

Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 6 months of hire

Company

Baird

Glassdoor4.3

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.

Founded in 1919

Milwaukee, Wisconsin, USA

5001-10000 employees

http://www.rwbaird.com

H1B Sponsorship

Baird has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (13)

2023 (6)

2022 (11)

2021 (4)

2020 (5)