Baird

Portfolio Manager

Baird

full-time

Posted on:

Location Type: Hybrid

Location: Louisville • Kentucky • United States

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About the role

  • Support client service initiatives, assist with portfolio management and trading activities
  • Conduct performance and data analysis, participate in the BTC Investment Committee
  • Serve as sales contact for BTC’s Custom Portfolio Management (CPM) and SMA strategies
  • Learn the intricacies of portfolio management within a trust company environment
  • Support BTC trading functions – equity and fixed income – for Trust Company client accounts
  • Review accuracy of BTC client investment reviews used during client meetings
  • Support BTC investment strategies by providing data analysis through use of third party applications

Requirements

  • Four (4) year degree in Business, Economics, Accounting, or Finance (Masters of Finance or MBA preferred)
  • MBA / CFA / CFP preferred
  • FINRA Series 7 Required – or ability to obtain
  • FINRA Series 63, 65, or 66 required – or ability to obtain
  • Knowledge of asset allocation, equity and fixed income markets
  • Statistical methods and concepts and other analytical financial tools particularly as relate to investment performance
Benefits
  • Hybrid schedule of 4 days in office and 1 day remote
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
portfolio managementdata analysisperformance analysisequity marketsfixed income marketsstatistical methodsanalytical financial toolsasset allocation
Soft Skills
client servicecommunicationorganizational skills
Certifications
MBACFACFPFINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66