Qureos Mentor

Baird

<p></p><div><div><div><div><div><div><p>Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships &ndash; among clients, advisors and team members.</p><p></p>
<ul><div><b>Cincinnati</b><b>, </b><b>OH</b><b>
</b></div><div></div><div><b>Baird Trust</b><b>
</b></div><div></div><div><b>R2026363
</b></div><div></div><div><b>Hybrid</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b></p><p>
The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities, organizes complex estate planning documentation, and helps ensure efficient, proactive client service across the department. The ideal candidate is detail-oriented, organized, and enthusiastic about helping clients and teammates succeed.</p><p>
This position requires on-site attendance five days per week in our Cincinnati, OH office for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day.</p><p><b>
The Impact You&rsquo;ll Make:
</b></p><p>Administrative &amp; Fiduciary Support</p><ul><li>
Support Trust Officers in implementing clients&rsquo; trust and estate strategies.</li><li>
Process routine and ad‑hoc money movement requests, including disbursements, remittances, ACH transfers, and wire requests in accordance with internal controls and trust provisions.</li><li>
Assist in coordinating and documenting annual and ad‑hoc personal or charitable gifting strategies as directed by Trust Officers.</li><li>
Prepare annual and new account reviews for Trust Officer review.</li><li>
Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents.</li><li>
Research, gather, and compile information from various sources to prepare reports and summaries.</li><li>
Maintain accurate digital and physical files, records, and data management systems.</li></ul><p>
Client Service &amp; Communication</p><ul><li>
Deliver proactive, friendly, and professional service to clients and internal partners.</li><li>
Help respond to client and beneficiary inquiries, directing requests to Trust Officers when appropriate.</li><li>
Assist in coordinating communications between clients, beneficiaries, Financial Advisors, attorneys, accountants, and other professionals.</li></ul><p>
Operational Support &amp; Coordination</p><ul><li>
Review, route, and track incoming and outgoing correspondence.</li><li>
Provide office support including answering phones and assisting visitors.</li><li>
Schedule and coordinate meetings, conference calls, client reviews, and travel arrangements.</li><li>
Support both short- and long-term departmental projects by handling logistics, tracking progress, and maintaining documentation.</li></ul><p><b>
What You&rsquo;ll Bring to Baird:</b></p><ul><li>
High school diploma or equivalent required.</li><li>
1&ndash;3 years of experience as a trust associate, administrative assistant, or similar role within a financial or securities-related industry.</li></ul><ul><li>
Familiarity with trust and estate planning documents and basic fiduciary concepts.</li><li>
Strong organizational skills and high attention to detail.</li><li>
Ability to manage multiple priorities with accuracy and efficiency.</li><li>
Strong verbal and written communication skills.</li><li>
Ability to work independently and collaboratively in a team environment.</li><li>
Experience supporting projects and coordinating administrative workflows.</li></ul><div><div>
#LI-TA1</div></div></div></div></div></div></div></div><p></p>

Trust Associate

<p></p><div><div><div><div><div><div><p>Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships &ndash; among clients, advisors and team members.</p><p></p>
<ul><div><b>Milwaukee</b><b>, </b><b>WI</b><b>
</b></div><div></div><div><b>Wealth Solutions Group</b><b>
</b></div><div></div><div><b>R2026365
</b></div><div></div><div><b>Hybrid</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b></p><p>
The Institutional Consultant is a client-facing role that provides investment advice to institutional clients, predominantly endowments, foundations and Native American and Alaska Native communities on the determination of investment objectives, establishment of investment policy, selection of investment managers, and the monitoring of portfolios.</p><p>
Responsible for cultivating new/existing relationships with institutional clients with investable assets of $50M or more and proactively helps to resolve issues and concerns. Conducts quarterly/annual portfolio performance reviews and responds to client&rsquo;s ad hoc requests. Provides support on products and services and directs consulting projects.</p><p>
Position is open nationwide, preferably out of Milwaukee or Chicago and must be near a Baird branch.</p><p><b>
The Impact You&rsquo;ll Make:</b></p><ul><li>
Present (in person or virtually) regular updates on capital markets and investment performance to executive-level committees and other stakeholders.</li><li>
Lead and support Investment Policy Statement (IPS) development, review, and ongoing governance, including establishing objectives, risk parameters, asset allocation guidelines, performance benchmarks, rebalancing policies, and roles and responsibilities consistent with fiduciary best practices.</li><li>
Advise investment committees on fiduciary governance matters, including policy adherence, committee structure, conflicts of interest, monitoring frameworks, and best practices for oversight and decision‑making.</li><li>
Present and respond to investment committees throughout the RFP process including articulating investment philosophy, process, governance capabilities, and differentiators.</li><li>
Be responsible for construction of portfolio recommendations and evaluate client portfolios focusing on generating optimal risk/return characteristics, investment strategies and their impact for large and jumbo market clients.</li><li>
Independently assist institutional clients with market and stock research.</li><li>
Coordinate the resolution of complex issues/concerns received from the institutional client.</li><li>
Develop relevant offerings leveraging existing internal capabilities.
</li><li>Present at events to highlight Baird&rsquo;s capabilities.</li><li>
Develop and maintain a thorough understanding of the firm&rsquo;s wealth management solutions and resources.</li><li>
Become uniquely adept at telling the Baird story in the community/with clients.</li><li>
Proactively identify and pursue new client relationship to grow and maintain a strong client base.</li><li>
Demonstrate deep expertise across foundations, endowments, pension funds, and nonprofit institutions, including an understanding of their unique objectives, constraints, and governance considerations.</li><li>
Coordinate and assist in the creation and reconciliation of quarterly reporting packages.
</li><li>Create RFP responses and board packages.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b></p><ul><li>
Minimum 10 years&rsquo; experience in investment consulting or related field.</li><li>
CFA designation required or actively pursuing CFA or relevant experience coupled with related industry credentials.</li><li>
Ability to confidently present to senior level executive and committee members.
</li><li>Series 7, 66.</li><li>
Additional product licenses may be required.</li><li>
Strong technical analysis skills and past manager analysis experience.</li><li>
Proficient in Microsoft Excel, Word, Powerpoint and Adobe Acrobat.</li><li>
Preferred experience with Morningstar Direct and other Market Data software applications.</li><li>
Ability to translate the impact of macro economic events on client portfolios.</li><li>
Financial industry and product knowledge.</li><li>
Knowledge of applicable compliance rules and regulations.</li><li>
Proficient in applicable software applications.</li><li>
Ability to interact and communicate effectively with colleagues and clients.</li><li>
Excellent written and verbal communication skills.</li><li>
Evidence of strong leadership skills or previous supervisory experience.</li><li>
Must be willing to travel.
</li><li>Experience in developing, reviewing and recommending improvements to investment policy statements.</li><li>
Knowledgeable of investment committee best practices and governance structures.
</li></ul><div><div>#LI-CM1</div></div></div></div></div></div></div></div><p></p>

Institutional Consultant

<p></p><div><div><div><div><div><div><p>Our 540+ banking associates work as one global team, collaborating across geographies, products and sectors to help our clients achieve great outcomes.</p><p></p>
<ul><div><b>Chicago</b><b>, </b><b>IL</b><b>
</b></div><div></div><div><b>Global Investment Banking Support</b><b>
</b></div><div></div><div><b>R2026360
</b></div><div></div><div><b>Hybrid</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b></p><p>
Join our Global Investment Banking team as an Executive Assistant. Benefit from tailored mentorship, learning resources, and clear career paths. Support the team in administrative tasks, client relations, marketing, and talent development.</p><p>
The role involves managing calendars, arranging meetings, handling travel arrangements, and overseeing deal processes. Analytical skills are essential for research and effective communication. Building relationships is crucial. Training opportunities for career growth are provided. The Executive Assistant supports senior bankers, requiring confidence, proactive thinking, organizational skills, analytical and technological competencies, and adherence to confidentiality protocols.</p><p>
This position offers flexibility to work Tuesday, Wednesday and Thursday in the Milwaukee office and Monday and Friday remote. Subject to change based on business needs.</p><p><b>
The Impact You&rsquo;ll Make:
</b></p><ul><li>Be the organizational backbone by managing complex calendars, coordinating meetings, and resolving scheduling conflicts across teams and time zones.</li><li>
Own the logistics for internal and external meetings, including booking conference rooms, arranging catering, and liaising with vendors.</li><li>
Plan seamless travel experiences&mdash;domestic and international&mdash;by creating personalized itineraries and staying up-to-date on travel policies.</li><li>
Handle expense management with precision, ensuring timely submission and tracking for designated bankers.</li><li>
Support business development efforts by coordinating client meetings, managing NDAs, assisting with industry events, and helping with deal execution.</li><li>
Build strong relationships with bankers and peers through collaboration, responsiveness, and a team-first mindset.</li><li>
Maintain data integrity in Salesforce through accurate entries and regular cleanups.</li><li>
Coordinate shipping logistics with the Mailroom team for timely delivery of important materials.</li><li>
Provide coverage for other assistants during absences, ensuring continuity and support.</li><li>
Represent Baird professionally in all client interactions, both in-person and over the phone.</li><li>
A passion for organization and problem-solving.</li><li>
Strong communication skills and a client-service mindset.</li><li>
Ability to thrive in a collaborative, high-performance culture.</li><li>
Experience in a fast-paced, professional services environment is a plus.</li></ul><p><b>
What You&rsquo;ll Bring to Baird:</b></p><ul><li>
High school diploma or equivalent required; college coursework or degree a plus.</li><li>
Minimum of 5 years of administrative experience, preferably in financial services or a fast-paced professional environment.</li><li>
Proven ability to manage complex calendars and coordinate schedules across multiple stakeholders.</li><li>
Exceptionally organized and detail-oriented, with the ability to prioritize and multitask effectively.</li><li>
A proactive, resourceful self-starter who thrives on solving problems and anticipating needs.</li><li>
Strong written and verbal communication skills with a professional and client-focused demeanor.</li><li>
Comfortable working independently while maintaining high levels of accuracy and efficiency.</li><li>
Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).</li><li>
Experience with travel and expense systems (e.g., Concur) preferred.</li><li>
Familiarity with CRM platforms such as Salesforce is a plus.</li><li>
Exposure to AI tools (e.g., Copilot, ChatGPT) is a bonus and reflects our forward-thinking environment.</li></ul><p><b>
Benefits:
</b></p><ul><li>$60,000-90,000 annual salary range
</li><li>You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.</li><li>
Check out a day in the life of an Administrative Professional at Baird!</li></ul><div><div>
#LI-RE1</div></div></div></div></div></div></div></div><p></p>

Executive Assistant - Investment Banking

<p></p><div><div><div><div><div><div><p>Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships &ndash; among clients, advisors and team members.</p><p></p>
<ul><div><b>Milwaukee</b><b>, </b><b>WI</b><b>
</b></div><div></div><div><b>Wealth Solutions Group</b><b>
</b></div><div></div><div><b>R2026355
</b></div><div></div><div><b>Hybrid</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p>We are seeking a Senior Fixed Income Analyst to work with Baird Financial Advisors to find attractive fixed income investment opportunities for our clients. This includes knowledge of all traditional Fixed Income products, including: municipal bonds, corporate bonds, CDs, Agencies, etc. This person will also work closely with Fixed Income trading to identify available inventory to execute Fixed Income recommendations.</p><p>
Some of the day-to-day responsibilities will involve writing a daily fixed income morning update email (6:30am CT start time) to keep FAs apprised of relevant fixed income and economic data. Responsibilities also include working with FAs on account reviews, constructing portfolios or new money proposals (e.g., bond ladders), handling incoming phone calls/requests to the Fixed Income Research area, and authoring relevant educational or thought pieces on timely Fixed Income topics.</p><p>
Work from Baird&rsquo;s global headquarters in Milwaukee, WI, with hybrid flexibility.</p><p><b>
The Impact You&rsquo;ll Make:</b></p><ul><li>
Support Baird Financial Advisors in facilitating their Fixed Income business. This includes, but is not limited to, handling day-to-day questions, researching specific credits, and researching event-driven fixed income topics.</li><li>
Regularly authoring commentary on fixed income markets.</li><li>
Performing account reviews and developing portfolio proposals, including researching specific credits as needed.</li><li>
Travel to Chicago once per month to meet as a broader Fixed Income team.</li><li>
Performs other duties as assigned.</li></ul><p><b>
What You&rsquo;ll Bring to Baird:</b></p><ul><li>
Bachelor&rsquo;s degree in finance, accounting, business, or other related field.</li><li>
10+ years of Fixed Income industry experience, with a preference for candidates with a strong research background.</li><li>
Progress toward the CFA preferred.</li><li>
Must be SIE, Series 7, and Series 63 licensed (or willing to obtain within 6 months of hire).</li><li>
Excellent analytical, written, and verbal communication skills.</li><li>
Strong initiative and work ethic, and an ability to work well both on a team and on a self-directed basis.</li><li>
Experience with Bloomberg.</li><li>
Experience with Bond Works preferred.</li></ul><div><div>
#LI-CM1</div></div></div></div></div></div></div></div><p></p>

Sr Fixed Income Analyst

Join Baird and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Baird

About Company

Trust Associate

Institutional Consultant

Executive Assistant - Investment Banking

Sr Fixed Income Analyst