- Provide high value service to internal and external clients in an environment that promotes Baird's culture and the Operations mission and values statement.
- Handle advanced stages of assigned tasks; cross-trained, knowledge of other functions within the team.
- Ensure adherence to regulations, Baird policies, and department procedures and policies. Monitor exception reports pertinent to the status of ongoing activities; initiate corrective action as necessary.
- Answer and/or initiate Client contact; answer routine questions and follow-through on requests.
- Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
- Provide support to other Operations departments with projects and initiatives.
- Demonstrate understanding and knowledge of markets, products, processes, regulations and systems required to deliver on business objectives.
- Expedite efficient and accurate reconciliation of Trader Error accounts, including processing journal entries in the OMS (Bloomberg). Accuracy in processing necessary to avoid incorrect position movement/creation Bloomberg and incorrect trade reporting. Includes monthly reconciliation of Trade Error Log versus the back office (Beta.)
- Manage the buy in process for failing trades from institutional clients, including communication of buy in details and profit/loss to the client. Liaison between Fixed Income, Settlements, and Trading Operations to ensure the least amount of disruption to the institutional client.
- Perform other duties as required.
- Hybrid schedule that allows for professional development and personal flexibility.
- Excellent opportunity to help support a critical function within a well-respected and established financial services firm.
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
- Bachelor's degree required or equivalent combination of education and relevant experience.
- 3 years of relevant experience.
- SIE and Series 99 within 120 days of hire if role processes cash or security movements.
- Experience with functionality of Bloomberg a plus.
- Proficiency and experience with Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Strong analytical skills with the ability to perform advanced problem solving.
- Ability to tolerate multiple assignments, work under pressure and within deadlines and produce accurate results.
- Detail oriented with focus on accuracy.
- Superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
- Excellent written and verbal communication skills are a must with the ability to effectively relate to work in a team-oriented setting.
- Passion for providing high-value client service.
- Ability to stay focused under pressure and to prioritize work in order to effectively manage time.
- Proven reliability in attendance and performance.
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Sr Trading Operations Specialist - Milwaukee, United States - Baird
Description
As a Sr. Trading Operations Specialist, you will:
What makes this opportunity great:
What we look for:
#LI-CM1
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.