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Statements & Investor Reporting Analyst

Baird · Milwaukee, WI · Full time

Posted Sep 9, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

You'd partner with operations, technology and compliance. Which of those is hardest to get a quick answer from, and how do you manage that?

What they are checking: Honest read of the internal relationships this job depends on

How do you keep accuracy up on a cycle that repeats every month or quarter?

What they are checking: Whether they stay careful on reporting cycles that repeat, because familiarity is exactly when small errors start slipping through.

How would you improve a reporting workflow you've inherited?

What they are checking: Whether they look for ways to improve an inherited workflow, rather than just running it the way they received it.

What would you do

A deliverable has a hard regulatory deadline and something upstream is broken. What do you do?

What they are checking: Working a fixed deadline with a dependency you don't control

You'd be the point of contact for assigned processes. How do you handle a question from a business partner when you don't yet know the answer?

What they are checking: Whether they own a question honestly, saying when they will find out, rather than bluffing an answer to a business partner.

This is based at the Milwaukee headquarters in a collaborative team environment. What would you want to know about the deliverable calendar before you took it?

What they are checking: Whether they ask about the deliverable calendar and peak periods before accepting, which shows they are sizing up the workload.

About the work

This role owns reporting deliverables for statements, confirmations, proxy materials and prospectus documents. Which of those have you worked with?

What they are checking: Which statement, confirmation, proxy and prospectus deliverables they have actually handled, since this role owns all of them.

What happens if a client statement goes out wrong, and what does that mean for how you work?

What they are checking: Whether they grasp that a wrong client statement has regulatory and trust consequences, which demands careful checks at every step.

Walk me through how you'd trace a reporting problem back through a data feed to its root cause.

What they are checking: Whether they can trace a reporting problem through data feeds to its real root cause, rather than patching the symptom.

You'd analyze pricing-related information. What goes wrong with pricing data, and how would you spot it?

What they are checking: Whether they know common pricing data failures, like stale or missing prices, and how to catch them before statements go out.

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The full job description

As published by Baird.

About The Role: The Statements & Investor Reporting Analyst plays an important role in supporting the accurate and timely delivery of client-facing communications and regulatory materials across Baird’s Private Wealth Management and broader business lines. This role is responsible for overseeing assigned reporting deliverables related to client statements, trade confirmations, proxy materials, prospectus documents, data feeds, and pricing support, while applying analytical thinking and process knowledge to ensure quality, resolve issues, and strengthen operational effectiveness. Working from our Milwaukee headquarters in a collaborative team environment, this role partners closely with Operations, Technology, Compliance, and vendor partners to manage reporting-related activities, support audits and controls, and lead smaller projects and process improvements that enhance the client experience and support regulatory compliance. The Impact You’ll Make • Own assigned reporting deliverables related to statements, confirmations, proxy materials, prospectus documents, and related investor reporting outputs, ensuring accuracy, completeness, and timely delivery • Analyze reporting workflows, data feeds, and pricing-related information to identify issues, determine root causes, and coordinate resolution • Serve as a key point of contact for assigned processes, deliverables, platforms, or vendor-supported activities • Lead smaller projects and support implementation efforts related to reporting enhancements, workflow updates, or control improvements • Support and help coordinate audits, compliance reviews, control activities, and procedural documentation related to investor reporting processes • Monitor reporting trends, exceptions, and operational risks, and recommend improvements to strengthen quality and efficiency • Partner with internal stakeholders and external vendors to resolve issues, manage process changes, and maintain reliable reporting operations • Participate in testing, validation, and implementation support for system, file, or reporting changes • Provide guidance and support to specialists and senior specialists on day-to-day questions, exceptions, and process execution • Contribute to a strong control environment by identifying gaps, documenting findings, and helping implement process improvements What You’ll Bring to Baird • Minimum of 3+ years of relevant experience in financial services, operations, or a related environment, or equivalent combination of education and experience • Bachelor’s degree in Finance, Business, Accounting, or a related field, or equivalent combination of education and experience • FINRA Series SIE & Series 99 within 12 months of hire • Strong analytical and problem-solving skills, with the ability to evaluate reporting issues, research root causes, and recommend solutions • Working knowledge of financial services operations, reporting workflows, data feeds, and client communication processes • Ability to manage assigned deliverables and balance day-to-day responsibilities with project and audit-related work • Experience supporting audits, controls, procedural documentation, or process reviews • Ability to identify opportunities for process improvement and contribute to workflow or control enhancements • Strong attention to detail and commitment to accuracy in deadline-driven environments • Effective communication and collaboration skills across Operations, Technology, Compliance, and external partners • Proficiency in Microsoft Excel and familiarity with reporting systems, vendor platforms, or data-driven processes • Experience with SQL Server a plus • Ability to exercise sound judgment and make informed decisions within established guidelines • Demonstrated ability to work independently while contributing effectively in a team-based environment 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.

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