# Statements & Investor Reporting Specialist at Baird Capital

- Company: Baird Capital
- What the company does: Baird Capital invests in founder-led, lower-middle-market B2B technology & services companies.
- Company website: https://www.bairdcapital.com
- Type: Startups
- Level: Mid level
- Location: WI-Milwaukee
- Work setup: On-site
- Posted: 2026-10-08
- Apply by: 2026-11-22
- Apply: https://wd1.myworkdaysite.com/en-US/Careers/job/WI-Milwaukee/Statements---Investor-Reporting-Specialist_R20261035-1?utm_source=1752vc&utm_medium=careers
- Page: https://www.1752.vc/careers/jobs/baird-capital-statements-and-investor-reporting-specialist/

## 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


Source: 1752vc Careers, https://www.1752.vc/careers/jobs/baird-capital-statements-and-investor-reporting-specialist/