The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals. To learn more about Baird Trust, .

The Portfolio Management Assistant provides a wide variety of administrative and support services to one or more Portfolio Managers of Baird Trust and other investment support areas as necessary. Primary responsibilities include client service support, administrative duties, and client reporting support.

Essential Duties and Responsibilities:

Support Portfolio Managers through monitoring, reporting and compliance duties related to investment management.

Assist clients and Baird Financial Advisors with investment related requests.

Prepare materials used in client meetings.

Coordination of reports and documents supporting the Trust Investment Committee.

Research, gather, and compile data for reports and summaries from a variety of sources.

Perform client service activities, including responding to client inquiries.

Schedule and coordinate meetings, events and/or travel arrangements.

Establish, update, and maintain files, inventories, records and data management systems.

Coordinate the timely review and filing of client Investment Policy Statements.

Assist investment team with client brokerage accounts.

Monitor and update portfolio management accounting system as necessary.

Assist with the planning, coordinating and arrangements for various departmental functions including client meetings and vendor meetings.

Performs other duties and projects as assigned.

What we look for:

High School diploma required.

Associate degree; Vocational or Business school preferred.

2 to 3 years of administrative support experience in securities-related industry preferred.

Familiarity with basic investment concepts, practices and procedures.

Proficient in Microsoft Excel, Word, and PowerPoint.

Excellent verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information.

Strong organizational skills

The ability to multitask is essential.

Detail oriented with an emphasis on accuracy.

Critical thinking, analytical and proactive problem-solving skills.

Staying current and understanding firm policy and procedures.

Ability to work effectively as a team player.

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. .