Statements & Investor Reporting Analyst
WI-Milwaukeehybridmid
Posted today · via Workday
About this role
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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: sql
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in WI-Milwaukee. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
sql
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