Baird

Designer

• Partner with PWM Academy team to assist in the distribution and follow-up of training materials for all associates to meet the needs of our clients and our business
• Provides Learning and Development expertise on various projects with partners, including but not limited to Client Resource Groups and PWM Communications, to ensure new and ongoing training and technology initiatives that align with business needs
• Manages the lifecycle and creates educational materials on SharePoint and Learning Management System (LMS) for all PWM Academy
• Participate in branch training pilots as they relate to PWM Academy needs/questions
• Lead training and development sessions for PWM Academy initiatives
• Aides in building education and development for the PWM Academy using educational technologies to align with business and associate needs
• Creates and updates the PWM Academy’s BairdWeb pages
• Collaborate across the PWM Academy to design and develop education for branches and PWM
• Aides in deciding how learning is measured when designing materials for PWM
• Helps to develop curriculum for branches and match the educational needs to the business
• Work with SMEs to create educational materials
• Keeps up to date with corporate learning practices and new learning technologies
• Special projects as assigned

Design Curriculum Consultant

Learning and Development

• Lead the design, implementation and evaluation of Baird’s firmwide learning and development initiatives.
• Drive the development and delivery of customized talent solutions that support the organization.
• Serve as a strategic leader on the HR Senior Leadership Team, helping define and execute the firm’s HR strategy.
• Lead the Talent Development team, including managers and individual contributors.
• Advance and champion the organization’s priorities for learning, leadership and engagement.

Director of Talent Development

Consultant

• Services corporate client retirement plan accounts on an ongoing basis
• Responsible for a dedicated list of clients as point-of-contact
• Manages and schedules all client deliverables
• Conducts employee enrollment meetings and ongoing education
• Completes and presents Annual Fiduciary Reviews to Plan Trustees
• Interfaces with financial advisors to provide ongoing services
• Consults with plan sponsors on retirement plan design
• Maintains client files on Baird network
• Performs special projects and assignments as required

Retirement Plans Consultant

Infrastructure Engineer

• Investigate and learn new and emerging Enterprise Services (e.g. Microsoft 365 applications, Microsoft Power Platform, and Azure technologies) with an eye to selecting and implementing the right solution for project teams and the business.
• Build, configure, and administer Baird Infrastructure with the focus on Microsoft technologies.
• Manage Azure Entra ID integrations for both internal Baird applications and external vendors.
• Monitor current Enterprise Services for performance and stability.
• Assists in long-term strategic planning to ensure capacity meets current and future requirements which include planning for new hardware and applications.
• Communicates and collaborates with project delivery teams and IT security team to ensure applications align to best practices and Baird security policies and guidelines.
• Create documentation and mentor other IT Operations team members.
• Ability to work in a 24x7 support environment, participate in an on-call rotation, and have experience of responding to client needs as raised in Service Desk tickets.

Data Analyst

• Develop and evaluate financing scenarios and models using Excel and DBC, including financial forecasting, cash flow analysis, and bond sizing
• Collect and analyze relevant data to define objectives, identify key issues, and formulate well-supported recommendations
• Collaborate with internal colleagues (underwriters, investment bankers) and external stakeholders (issuers, financial advisors, bond counsel, bidders) to execute bond transactions effectively
• Perform financial calculations and revisions during bond pricings; ensure accuracy of final pricing, secure underwriter sign-off, and distribute schedules to internal teams
• Monitor market conditions and maintain a database of refunding opportunities; apply new financing and optimization strategies to meet client objectives
• Assist clients in evaluating financing options by researching and developing creative strategies that align with their unique goals; may require occasional travel and client meetings
• Performs other duties as assigned

Quantitative Analyst – Public Finance

Financial Planning and Analysis

• Learn by doing and be trusted with meaningful work from the jump
• Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services
• Work with your team to prepare company valuations, build financial models, and create marketing materials
• Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches
• Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal

Experienced Investment Banking Analyst, Tech & Services

General Counsel

• Reports to Trust Counsel; acts as a trust/estate administration and estate planning legal resource for trust company associates and firm financial advisors
• Provides guidance and reviews legal issues for Trust Officers; may serve as a member of internal committees
• Works with trust company clients on revising estate plan(s) based on modified needs of client or changes in market(s) or trust and tax law
• Based in Louisville, KY or Cincinnati, OH or Lexington, KY; hybrid schedule of 4 days in office and 1 day remote
• Ensure compliance with trust company policies and procedures by reviewing account openings and closings as well as estate planning and legal documents
• Communicate complex legal and tax matters to clients, trust company associates, and financial advisors
• Support the estate settlement team in resolving matters related to the settlement of estates involving Baird Trust
• Prepare internal legal documents such as Release and Indemnification Agreements, Refunding Agreements, promissory notes, etc.
• Review income, gift, and estate tax returns relevant to trust company accounts
• Serve as a consultant for trust and estate planning content in marketing materials
• Educate firm associates and trust company clients on current fiduciary issues and strategies
• Understand tax and planning issues related to retirement assets
• Analyze non-standard investment assets, such as real estate, oil & mineral interests, and family limited partnerships, from an administration perspective

Assistant Trust Counsel

Events

• Responsible for planning, coordination and execution of high level events with high profile clients.
• Independently coordinate and execute smaller programs (10–50 attendees) with minimal supervision.
• Assist with coordination of company visits and support various conference responsibilities.
• Prepare & distribute registration reports (attendance, rooming lists, travel manifests & activity manifests).
• Create & maintain the conference website at www.bairdconferences.com.
• Work with Director of Corporate Events and Senior Event Planners on meeting & travel logistics for multiple events.
• Independently coordinate smaller events from conception to completion including venue recommendation, correspondence, registration, follow-up materials and on-site details.
• Research, analyze and prepare suggested venues (golf courses, restaurants, hotels & private venues) nationwide.
• Proof conference and special event marketing materials (announcements, invitations, signs, programs).
• Work with travel department to determine air and ground transportation needs.
• Maintain positive professional relationships with vendors and internal clients through excellent written and verbal communications.

Conference Services Event Planner

• The Women in Equity Research event will provide selected participants with insight into Baird’s award-winning Institutional Equities and Research team as attendees hear from successful women in our business.
• The event will include a live panel of professionals and discussion groups addressing topics such as being a woman in Equity Research, unique opportunities and challenges for women in this field, career paths in Equity Research and tips for internship interview processes.