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Company Name:
Approximate Salary:
Per Year
Milwaukee, Wisconsin
United States
Position type:
Full Time
Experience level:
Entry Level
Education level:
Bachelor's Degree

Institutional Equities Coordinator

We are seeking a client service individual who is highly driven and successful at managing multiple priorities. This position supports multiple sales teams and will flex to various teams based on business needs. The environment is fast-paced and excellence is expected. Individuals with a desire to improve day to day duties and the broader team thrive in this environment.

As an Institutional Equities Coordinator, you will:
  • Manage scheduling and logistics for full days of meetings with Baird clients. Includes preparing detailed itineraries, arranging air travel, hotels, catering, group events, car service, A/V, etc. for several days per week.
  • Coordinate & manage a dynamic team calendar for several Institutional Officers; tracking travel, vacations, internal meetings and special events to ensure proper coverage and execution of all meetings.
  • Work with the team to schedule client meetings, coordinate conference calls and encourage attendance to Baird events (NDRs, Conferences, Field Trips, Company Visits, Dinners, etc).
  • Maintain client records using a variety of research tools to preserve accuracy. Perform Word and Excel functions of moderate complexity. Compose letters, memos, and reports from verbal or written instructions.
  • Prepare client materials; compile research, record portfolio holdings, etc to help the team focus on client needs.
  • Prepare monthly commission tracking reports using Excel (including formulas).
  • Develop and maintain relationships with associates in Corporate Access, Conference Services, Trading, Research, the Equity Capital Markets Desk and the team of Equity Coordinators.
  • Answer multiple phone lines (up to 30 lines) and/or initiate telephone calls; provide information or refer callers to the proper staff; answer inquiries requiring a knowledge of the department and company overall functions.
  • Process Institutional Officers' expense reports; checking for accuracy and appropriate receipts to ensure prompt payment.
  • Perform other duties as assigned.
What makes this opportunity great:
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
  • Baird offers internationally recognized equity research sales and corporate access to institutional clients around the world and a full suite of equity trading services.
  • Baird delivers award-winning insights to institutional money managers around the world with a comprehensive knowledge of the markets and thorough understanding of clients' strategic needs.
What we look for:
  • Bachelor's degree preferred and a minimum of 1-5 years' experience performing support functions.
  • Industry experience helpful. Series 7 and 63 are a plus.
  • Exceptional organizational skills - is consistent, dependable and accurate. Ability to prioritize daily workflow to effectively meet deadlines.
  • Exceptional communication skills - ability to effectively exchange ideas and information or influence others with a high level of professionalism.
  • Must be detail oriented and recognize errors in numbers, spelling, grammar and punctuation. Must demonstrate good follow-through skills to ensure a successful end result.
  • Strong team player mentality- willing to pitch in and help other team members and leaders as necessary. Flexible and highly adaptable.
  • Ability to tolerate peak workloads, to deal with constant interruptions and to maintain flexibility and composure in a high volume, high-intensity environment.
  • Ability to work independently in a fast-paced team environment with minimal supervision.
  • Excellent PC skills -Advanced knowledge of Microsoft Word, Excel and PowerPoint. Experience utilizing pivot tables is helpful.
Who we are:
Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 100 offices in the United States, Europe and Asia. Established in 1919, Baird has more than $171 billion in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.

Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. Committed to being a great place to work, Baird ranked No. 4 on the Fortune Magazine Top 100 Best Companies to Work For in 2017, its fourteenth consecutive year on the list. To learn more about Baird's culture, click here.