Baird's Private Wealth Management Institutional Consulting Services (ICS) team engages with very large institutional clients - to enhance their investment portfolio and serves as their strategic partner. Conducts monthly/quarterly portfolio performance reviews and responds to client's ad hoc requests. Provides support on products and services and integral to completing consulting projects. The Performance Reporting Analyst will partner with the ICS team members to manage the operational aspects of generating the client performance reporting packages. Within the first year of the role, this individual will manage the transition from the current performance reporting systems into a single, new reporting system. After the new system integration, this role will be responsible for maintaining and enhancing the client reporting process. This role will require an individual with a high attention to detail, strong project management skills and the ability to communicate effectively across departments and with associates at all levels. As an ICS Performance Reporting Analyst, you will: <ul><li>Assist the ICS team with quantitative analysis and preparation of the client performance reporting board packages.</li><li>Lead the integration of the various performance reporting system into a new performance reporting system.</li><li>Interface and partner with various Baird business units to support the integration.</li><li>Maintain the integrity of the performance reporting process throughout the system integration and serve as the ongoing, primary operational support for the performance reporting process.</li><li>Support the team as the subject matter expert on the end to end process of the performance reporting process.</li><li>Identify and contribute to productivity, efficiency, and effectiveness improvements to drive exceptional client service and risk mitigation. </li><li>Demonstrate and apply knowledge of the breadth of Baird's products, processes, systems, financial markets, investment products, and industry regulations as required to deliver on business objectives.</li><li>Performs other duties and special projects as necessary.</li></ul> What makes this opportunity great: <ul><li>Fast paced environment, requires problem solving and new challenges daily.</li><li>Opportunity to work with a close-knit team based in Charlotte and Milwaukee and cross functionally among several different business lines.</li><li>Excellent opportunity to help support a critical function within a well-respected and established wealth management business.</li><li>Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.</li></ul> Strengths needed to fulfill role: <ul><li>Project management - ability to understand complex operational processes and manage the transition of the processes into new technology.</li><li>Detail orientation - demonstrates a very high attention to detail and proactively implements control mechanisms to identify and prevent errors.</li><li>A strong technical skill set and adaptable skills across a variety of reporting platforms including various performance reporting systems, advanced Excel skills, PowerPoint and Morningstar Direct.</li><li>Prioritization skills - the ability to work independently, displays a high degree of self motivation and prioritizes tasks aligned with creating the most effective outcomes for the team and the clients.</li><li>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.</li><li>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.</li><li>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.</li><li>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.</li><li>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.</li><li>Adaptability/Flexibility - adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, adjusts plans to meet changing needs.</li></ul> What we look for: <ul><li>Bachelor's degree - Business, Finance, or Accounting major preferred. 3+ years of experience in an investment services role is a plus.</li><li>Proficiency and experience with Microsoft Office (Word, Excel, Outlook, PowerPoint).</li><li>Prior experience with performance reporting systems, performance reporting experience with held-away portfolios a plus. </li><li>SIE & Series 99 licensed or ability to obtain within one year.</li><li>Strong project management skills including the ability to handle multiple deadlines, work under pressure, identify operational requirements and interface cross-functionally.</li><li>Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines. </li><li>Passion for providing high-value, quality end products. </li><li>Ability to work independently and effectively, relating to others to accomplish work responsibilities and objectives. </li><li>Diverse understanding of operational procedures and processes. </li><li>Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding environment.</li></ul> #DI #LI-CM1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

<h3>Job Description</h3><div>Job Description<div>Company Description About Veolia North America:A subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Mass., Veolia North America has approximately 10,000 employees working at more than 350 locations across the continent. Please visit our website www.veolianorthamerica.com.Job Description Benefits:Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental and vision insurance. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement.  Pay and benefits for employees represented by a union are outlined in their collective bargaining agreement. Position Purpose: In this role, the HR Data & Reporting Analyst is responsible for gathering, structuring, and analyzing data to support Veolia’s Talent analytics and reporting needs. This role supports the development and automation of standard HR data reports, analyses, and dashboards leveraging report software from multiple systems. This position will collaborate primarily with HR but also across business functions to manage reporting, analyze trends in data, and make recommendations to the leadership team, in order to drive strategic decisions or satisfy business requirements.Primary Duties / Responsibilities:<ul><li>Gather, structure, and analyze data from multiple sources, presenting the results of data in a secure, usable format.</li><li>Build reliable, accurate and cross-matched reports for data research, troubleshooting, and data audits.</li><li>Design, develop and manage new reports and dashboards designed to provide management a view into people HR metrics and ensure the timely development and distribution of established periodic reports. aligned with data privacy policies and secure delivery methods.</li><li>Collaborate with technical staff, providing feedback and user/technical specifications, regarding the design of reports and dashboards for leadership.</li><li>Perform analysis of data gaps and work with relevant stakeholders to recommend solutions.</li><li>Research and troubleshoot data issues to ensure data quality.</li><li>Expand and enhance analytics capability, continue to improve processes, explore/adopt new tools. Collaborates with various business partners on project requests, prioritization and delivery.</li><li>Uses business applications (PeopleSoft, Workforce Software) and participates in data conversion workstream throughout HCM & a payroll system implementation project.</li></ul>Work Environment:<ul><li>This is a hybrid position</li><li>Position can be based in either Milwaukee, WI or Paramus, NJ</li><li>Occasional travel as needed.</li></ul>Qualifications Education / Experience / Background:<ul><li>Bachelor’s Degree in business, finance, analysis, HR preferred or equivalent experience.</li><li>Two (2) or more years analysis, business analyst, research experience or related required.</li></ul>Knowledge / Skills / Abilities:<ul><li>General knowledge of Human Resource and Payroll practices.</li><li>Ability to exercise sound discretion and maintain strict confidentiality regarding PII and reporting.</li><li>Strong analytical and problem-solving skills, including data interpretation, logical thinking, and timely, practical decision-making.</li><li>Strong knowledge in Excel; Google applications a plus (Mail, Docs, Sheets, Charts).</li><li>Self-motivated with strong organizational, planning and follow-up skills.</li></ul> Additional Information We are an Equal Opportunity Employer! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.<div></div>Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.</div></div>

Reporting Analyst Jobs in Milwaukee, WI

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Reporting Analyst Jobs in Milwaukee, WI

Performance Reporting AnalystApril 24, 2024

Hr Data Reporting Analyst HybridApril 8, 2024

Hr Data Reporting Analyst HybridApril 6, 2024