Robert W Baird & Company - Milwaukee, WI
posted 2 months ago
Baird Advisors, part of Baird's institutional fixed income management business, is seeking a Portfolio Manager Specialist to join our team in Milwaukee. This role is pivotal in providing advanced administrative support and key office assistance, particularly to our Senior Leadership Team. The successful candidate will be involved in a variety of tasks that contribute to the overall efficiency and effectiveness of our operations, allowing for valuable experience and growth within the team. In this position, you will collaborate with various team members and partner with different departments within Baird, supporting both clients and community partners. We are looking for a highly professional, well-organized, and motivated individual who can anticipate needs and demonstrate strong judgment and problem-solving skills in real time. Attention to detail and the ability to independently plan and prioritize tasks in a fast-paced environment are essential. Fostering a positive and welcoming team atmosphere is also a key aspect of this role. As a Portfolio Manager Specialist, you will perform advanced and proactive administrative duties, fully leverage technology to find the most efficient ways to complete work, assist with scheduling and preparation of client meetings, monitor team emails, manage complex travel arrangements, prepare expense reports, provide phone coverage, act as a liaison with external community partners, plan internal team-building events, and deliver exceptional client service while maintaining confidentiality.