Baird · 5 hours ago
Portfolio Manager
KY-Lexington
Full-time
Hybrid
Mid LevelBaird Trust Company is seeking a Portfolio Manager to join their Portfolio Management team. This role involves supporting client service initiatives, assisting with portfolio management and trading activities, and conducting performance and data analysis.
Financial Services
Responsibilities
Serve as sales contact for BTC’s Custom Portfolio Management (CPM) and SMA strategies offered through the Baird SMA Network
Support Portfolio Managers in managing existing client relationships and portfolios
Learn the intricacies of portfolio management within a trust company environment
Coordinate with Trust Administration in managing existing client relationships and portfolios
Support BTC trading functions – equity and fixed income – for Trust Company client accounts (Bundled Trust and CPM)
Review accuracy of BTC client investment reviews used to share the investment / performance information during client meetings
Support BTC investment strategies by providing data analysis through use of third party applications
Consistently maintains proper internal controls and ensure compliance with company policies and procedures, all applicable SEC, IRS, Federal and State laws and regulations
Maintains a complete knowledge of and comply with all company and departmental policies, procedures, and service standards
Assists the senior staff in the development of strategic objectives, philosophies, mission, strategies and tactics
Manages relationships with third party vendors
Qualification
Required
Knowledge of asset allocation, equity and fixed income markets
Statistical methods and concepts and other analytical financial tools particularly as relate to investment performance
Preparing and delivering clear, effective, and professional presentations
Use of appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
Providing appropriate recommendations for resolution of complex financial issues
Interpreting and applying state and federal statues and applicable tax rules and regulations
Advanced problem solving sufficient to effectively analyze, research and resolve inquiries in a timely manner
Review and analyze report information, while using critical thinking skills to evaluate the data for regulatory compliance
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Learn, train and adapt to technology used to support the investment processes within BTC
Work ethically and with integrity, including maintaining personnel and firm confidentiality
Four (4) year degree in Business, Economics, Accounting, or Finance
FINRA Series 7 Required – or ability to obtain
FINRA Series 63, 65, or 66 required – or ability to obtain
Preferred
Masters of Finance or MBA preferred
MBA / CFA / CFP preferred
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
Founded in 1919
5001-10000 employees
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
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