Baird

3 weeks ago

Sr Portfolio Manager- Trust

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Senior-level portfolio management role within Baird Trust Company, overseeing investment strategies for high net worth and institutional clients. Responsibilities include portfolio construction, client service, investment committee participation, business development, and maintaining investment policy statements, with a hybrid work arrangement (4 days in Milwaukee office and 1 day remote).

Location: Milwaukee

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Sr. Manager level

Key Responsibilities

•Oversee portfolio management for high net worth and institutional clients within Baird Trust Company
•Participate in investment review meetings and on the Investment Committee, providing recommendations and insights
•Engage in business development by meeting with prospects and presenting investment management proposals
•Maintain Investment Policy Statements for client relationships and ensure alignment with objectives and risk tolerance
•Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to achieve client objectives

Key Requirements

•Four-year degree in Business, Economics, Accounting, or Finance; MBA preferred
•10+ years of portfolio management experience in banking or securities
•Knowledge of global equity and fixed income markets and global economic conditions
•Familiarity with fiduciary principles and prudent investment concepts; general understanding of the tax code
•CFA or CFP preferred; SIE and Series 7 required or ability to obtain; Series 63/65/66 required or ability to obtain

Experience:10+ yearsCapital marketsInvestment managementFinance

Education:Bachelor's

Skills:CommunicationPresentationRelationship managementClient serviceNegotiation

Licenses:SIESeries 7Series 63Series 65Series 66

Certifications:CFACFP

Company Brief

Baird

Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn

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Baird

3 weeks ago

Sr Portfolio Manager- Trust

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: Milwaukee

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Sr. Manager level

Key Responsibilities

•Oversee portfolio management for high net worth and institutional clients within Baird Trust Company
•Participate in investment review meetings and on the Investment Committee, providing recommendations and insights
•Engage in business development by meeting with prospects and presenting investment management proposals
•Maintain Investment Policy Statements for client relationships and ensure alignment with objectives and risk tolerance
•Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to achieve client objectives

Key Requirements

•Four-year degree in Business, Economics, Accounting, or Finance; MBA preferred
•10+ years of portfolio management experience in banking or securities
•Knowledge of global equity and fixed income markets and global economic conditions
•Familiarity with fiduciary principles and prudent investment concepts; general understanding of the tax code
•CFA or CFP preferred; SIE and Series 7 required or ability to obtain; Series 63/65/66 required or ability to obtain

Experience:10+ yearsCapital marketsInvestment managementFinance

Education:Bachelor's

Skills:CommunicationPresentationRelationship managementClient serviceNegotiation

Licenses:SIESeries 7Series 63Series 65Series 66

Certifications:CFACFP

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn