Baird · 6 hours ago
Performance Reporting Analyst
WI-Milwaukee
Full-time
Hybrid
Mid Level
3+ years expBaird is a financial services company seeking a Performance Reporting Analyst to join their Performance Reporting Team. This role involves daily account maintenance, data validation, and providing high-quality support across performance-related platforms for Private Wealth Management advisors and their clients.
Financial Services
Responsibilities
Serve as a subject matter resource for Financial Advisors, Client Specialists, and internal partners, providing high-quality support across performance-related platforms, workflows, and procedures
Resolve complex process and branch issues, ensuring accuracy and consistency in error resolution
Apply your deep understanding of financial markets, investment products, operational processes, regulations, and systems to achieve business objectives and deliver exceptional client service
Support vendor relationships by managing escalations, identifying opportunities for enhancements, and coordinating release testing
Leverage data analysis to monitor process efficiency, proactively identify data integrity exceptions, and drive continuous improvement
Champion productivity, efficiency, and effectiveness initiatives to enhance client service and mitigate risk
Foster a collaborative team environment through mentoring, knowledge sharing, and contributing to associate development
Participate in project teams as a subject matter expert, coordinating testing and analysis to support successful outcomes
Partner with various Baird business units to advance firm-wide and Operations initiatives
Demonstrate a comprehensive understanding of Baird’s products, processes, systems, financial markets, investment products, and industry regulations to consistently deliver on business goals
Take on additional responsibilities as needed to support the team
Intellectually curious – a relentless learner who enjoys the challenge of unfamiliar tasks and proactively seeks out the resources and knowledge needed to expand subject matter expertise
Problem solver – can identify resolutions to new or unforeseen priorities with minimal guidance; thoroughly analyzes relevant factors, probes for answers, and anticipates all possible outcomes
Driven by results – can be counted on to execute; holds themselves accountable; pursues tasks with energy and a high sense of urgency; seeks solutions especially in the face of setbacks; Actively participating as a member of a team to move the team toward the completion of goals
Inspires trust – an effective communicator who is thoughtful and detail-oriented; builds trust at all levels through collaboration, integrity, accuracy, and reliability; a high focus on quality is critical
Track record of success – consistently identified as a top performer; grasps new concepts quickly, deals with complexity comfortably; intellectually sharp and capable, high standards for work output
Adaptability/Flexibility - Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, adjusts plans to meet changing needs
Qualification
Required
Bachelor's degree preferred – Business, Finance, or Accounting are ideal majors
3 + years of relevant financial services experience are advantageous
Proficiency and experience with Microsoft Office (Word, Excel, PowerPoint)
Willingness to learn SQL/Power BI
SIE & Series 99 licensed or ability to obtain within 1 year
Advanced analytical skills with the ability to perform complex problem solving
Ability to handle multiple assignments; work under pressure and within deadlines and produce accurate, high-quality results
Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines
Passion for providing high-value client service
Ability to work independently and effectively, relating to others to accomplish work responsibilities and objectives
Diverse understanding of operational procedures and processes
Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding environment
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
5001-10000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Ross W. Williams
Chief Operating Officer, Global Investment Banking
Adam W. Czaia
Managing Director
Recent News
2025-11-13
2025-11-11
2025-11-08
Company data provided by crunchbase