Baird Capital invests in founder-led, lower-middle-market B2B technology & services companies.
About the role
The Statements & Investor Reporting Specialist plays a key role in ensuring the timely, accurate delivery of client communications and regulatory reporting materials across Baird’s Wealth Management and Asset Management platforms. Based in our Operations division, this role focuses on executing daily production processes and supporting the distribution of client statements, trade confirmations, proxy materials, and prospectus documents, while assisting with data feeds and pricing validation. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Execute daily production processes to support the delivery of client statements, trade confirmations, and regulatory communications
- Monitor and resolve exception reports related to statements, pricing, and investor reporting outputs
- Validate data feeds and assist in identifying discrepancies or inconsistencies in reporting data
- Support distribution of proxy materials and prospectus documents in accordance with regulatory requirements
- Perform quality control checks to ensure accuracy, completeness, and timeliness of deliverables
- Research and escalate issues as needed to senior team members or analysts for resolution
More about this role
The Statements & Investor Reporting Specialist plays a key role in ensuring the timely, accurate delivery of client communications and regulatory reporting materials across Baird’s Wealth Management and Asset Management platforms. Based in our Operations division, this role focuses on executing daily production processes and supporting the distribution of client statements, trade confirmations, proxy materials, and prospectus documents, while assisting with data feeds and pricing validation.
This position is ideal for individuals who thrive in a detail-oriented, process-driven environment and enjoy working collaboratively to support high-quality client deliverables. Specialists are critical to maintaining operational excellence by managing exception reporting, resolving discrepancies, and ensuring all outputs meet internal standards and regulatory requirements.
- Execute daily production processes to support the delivery of client statements, trade confirmations, and regulatory communications
- Monitor and resolve exception reports related to statements, pricing, and investor reporting outputs
- Validate data feeds and assist in identifying discrepancies or inconsistencies in...
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