Trading Operations Sr Specialist
Baird
Office
9, United States
Full Time
As a Sr. Trading Operations Specialist, you will:
- Provide high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations mission and values statement.
- Cross train and handle advanced stages of assigned tasks from Fixed Income Institutional trading desk.
- Expedite efficient and accurate reconciliation of accounts and trades between Bloomberg terminal and back office system (Beta). Accuracy in processing is necessary to avoid incorrect position movement and incorrect trade reporting.
- 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.
- Ensure adherence to regulations, Baird policies, and department procedures and policies.
- 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.
- Perform other duties as required.
What makes this opportunity great:
- 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.
What we look for:
- 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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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.
Trading Operations Sr Specialist
Office
9, United States
Full Time
July 15, 2025