London, England, United Kingdom · Hybrid
About the Role: We are looking for a talented and highly motivated Executive Assistant to support Baird’s Global Investment Banking team. This role will be a minimum 12-month fixed-term contract. Our Investment Banking t…
Skills: Diary Management, Travel Coordination, Expense Processing, Client Relationship Management, Event Organization
Madison, Wisconsin, United States · On-site
About the Role: As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experie…
Skills: Client Onboarding, Account Operations, CRM Management, Financial Industry Compliance, Microsoft Office Suite
London, England, United Kingdom · Hybrid
About the Role: Baird Capital is seeking an experienced Executive Assistant to provide high-touch support to our London-based investment team on a fixed-term contract lasting up to 12 months. This is a highly visible rol…
Skills: Executive Administrative Support, Calendar Management, Travel Coordination, Deal Administration, CRM Coordination
London, England, United Kingdom · Hybrid
About the Role: As a Baird Investment Banker, you will work alongside prominent growth companies and investors on high-profile and thrilling transactions offering the opportunity to gain valuable insights into various pr…
Skills: Financial Modeling, Accounting Principles, Financial Analysis, Mergers and Acquisitions, Company Valuations
Milwaukee, Wisconsin, United States · Hybrid
About the Role: The Strategic Change Office (SCO) provides project and change management leadership on the firm’s highest‑priority, complex improvement initiatives, requiring a strategic, big‑picture mindset and playing …
Skills: Project Management, Change Management, Stakeholder Engagement, Analytical Skills, Problem Solving
Denver, Colorado, United States · On-site
$31/hr–$41/hr
About the Role: As a Senior Client Specialist at Baird, you’ll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily oper…
Skills: Client Onboarding, Wealth Management, CRM Management, Financial Analysis, Regulatory Compliance
Denver, Colorado, United States · On-site
$27/hr–$36/hr
About the Role: As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experie…
Skills: Client Onboarding, Account Operations, CRM Management, Financial Industry Compliance, Microsoft Office
Seattle, Washington, United States · On-site
$56k–$72k/yr
About the Role: Baird Trust is growing by introducing Baird financial advisors and their clients to our first-class trust services. The Trust Strategist and Legal Administrative Assistant primarily supports a team of Tru…
Skills: Administrative Support, Scheduling, CRM Management, Marketing, Presentation Skills
Boulder, Colorado, United States · On-site
$24/hr–$36/hr
About the Role: As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experie…
Skills: Client Onboarding, Account Operations, CRM Management, Financial Industry Compliance, Microsoft Office Suite
Denver, Colorado, United States · On-site
About the Role: Baird’s Private Wealth Management (PWM) Technology Best Practices team is seeking a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird’s Weste…
Skills: Technology Consulting, Solutions Architecture, Client Relationship Management
Davenport, Iowa, United States · On-site
About the Role: The Branch Administrative Supervisor (BAS) is primarily responsible for performing advanced administrative, industry and professional support functions for the Branch Management Team. In addition, the Bra…
Skills: Supervision, Onboarding, Performance Management, Administrative Support, Workflow Prioritization
Houston, Texas, United States · On-site
About the Role: As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experie…
Skills: Client Onboarding, Account Operations, CRM Management, Financial Industry Compliance, Microsoft Office Suite
Milwaukee, Wisconsin, United States · Hybrid
About the Role: Are you energized by transforming complex business data into reliable, scalable solutions that power critical decisions? Do you enjoy designing and building robust data integration pipelines while collabo…
Skills: ETL/ELT, SQL/T-SQL, SSIS, Data Warehousing, Data Modeling
Milwaukee, Wisconsin, United States · Hybrid
About the Role: Are you energized by transforming complex financial services data into meaningful insights that influence real business decisions? Do you enjoy blending hands-on technical work with close collaboration ac…
Skills: SQL, Data Modeling, Data Engineering, Analytics Engineering, Snowflake
Louisville, Kentucky, United States · On-site
About The Role: The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investme…
Skills: Investment Consulting, Mutual Funds, ETFs, Financial Planning, Client Service
Pittsburgh, Pennsylvania, United States · On-site
About the Role: As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experie…
Skills: Client Onboarding, Account Operations, CRM Management, Financial Industry Compliance, Microsoft Office Suite
Milwaukee, Wisconsin, United States · Hybrid
About The Role: Baird is seeking an experienced investment professional to serve as Manager of Equity & Fixed Income Research within our Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Resear…
Skills: Equity Research, Portfolio Management, Fixed Income Research, Security Selection, People Management
Lexington, Kentucky, United States · On-site
About the Role: Baird's Branch Administrative Managers are primarily responsible for leadership of branch support staff. You will train, develop, and supervise branch office support associates, and facilitate ongoing ass…
Skills: Leadership, Staff Supervision, Project Management, Compliance Oversight, Performance Management
Chicago, Illinois, United States · Hybrid
$80k–$110k/yr
About the Role: Baird Global Investment Banking (GIB) is in search of a strategic, empathetic, and critical-thinking experienced leader to focus on the day-to-day operations for our expanding professional support team. C…
Skills: People Leadership, Interpersonal Communication, Team Management, Strategic Thinking, Analytical Thinking
Milwaukee, Wisconsin, United States · Hybrid
About the Role: We are seeking a seasoned Senior Compliance Officer – Institutional Fixed Income to serve as a strategic partner to our Institutional Fixed Income Broker Dealer Capital Markets businesses. This is an oppo…
Skills: Regulatory Guidance, Compliance, Analytical Skills, Communication Skills, Problem-Solving
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Provide comprehensive administrative and operational support to the Global Investment Banking team, including complex diary and travel management. Act as a project assistant on deals and organize sector events and closing dinners.
Requires at least 5 years of EA experience, preferably within investment banking or financial services. Must be proficient in Microsoft 365, Concur, and Salesforce, with a strong ability to utilize AI tools for workflow optimization.
We are looking for a talented and highly motivated Executive Assistant to support Baird’s Global Investment Banking team. This role will be a minimum 12-month fixed-term contract.
Our Investment Banking team takes pride in offering a rewarding career experience, serving as a destination employer for the best and the brightest. As an Executive Assistant, you will be able to contribute to the success of our Investment Banking team through administrative and operational support, client-relationship management, and event organization.
The ideal individual will perform core administrative responsibilities to our Investment Bankers. Some of these duties may include supporting the banker’s diaries, scheduling meetings/calls, arranging travel, processing expenses, and monitoring phases of deal processes. You will tap into your analytical skills by researching and compiling data and vital communications to complete tasks. A key to your success will be developing and maintain strong relationships.
This position offers flexibility to work Tuesday, Wednesday and Thursday in the London office and Monday and Friday remote.
Effective and open communication with manager, bankers and administrative team
Collaboration with different administrative and operational functions e.g. Events Team, Conference Centre, etc
Complex multi-time-zone diary management, organising meetings and co-ordinating conference calls in a fast-paced working environment whilst ensuring the teams' priorities are met
Daily correspondence and email management
End-to-end extensive domestic and international travel arrangements
Acting as a designated point of contact / Project Assistant on IB deals
Event organisation such as Closing Dinners and Sector Events
Processing and submitting expenses for team members in a timely manner
Promote excellent client relationships at all times
Printing, binding, photocopying
Support visiting colleagues from other Baird offices
Covering for the other EAs as and when required
Utilising AI tools to streamline day-to-day workflow
Minimum of 5+ years EA experience preferred, ideally supporting a fast-paced investment banking team, professional-services or financial-services - experience as a deal/Project Assistant advantageous
Advanced time management, organisational and prioritisation skills
Proficiency in Microsoft Office 365, Outlook, Concur, Salesforce (or similar) and AI tools (Rogo advantageous)
Proactive, with strong critical thinking and problem-solving skills
Excellent written and verbal communication skills
A collaborative working style with a positive, can-do attitude
Strong interpersonal skills
Willingness to adapt and use AI tools
Drive and energy, with the ability to multi-task effectively when under pressure
Strong client service ethos with excellent team working skills
Excellent organisation and administrative skills including high level of attention to detail, accuracy and the ability to meet deadlines
During your employment, you must comply with the FCA rules and guidance including but not limited to the FCA’s Conduct Rules.
#LI-RE1
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.
Global Financial Expertise Focused on You. Discover the Baird Difference.
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $560 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.
Offices: 777 East Wisconsin Avenue, Milwaukee, WI 53233, US · 227 West Monroe Street, Chicago, IL 60606, US · 15 Finsbury Circus, London EC2M, GB · 500 W. Jefferson Street, Suite 700, Louisville, KY 40202, US
Global Financial Expertise Focused on You. Discover the Baird Difference.
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $560 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.
Offices: 777 East Wisconsin Avenue, Milwaukee, WI 53233, US · 227 West Monroe Street, Chicago, IL 60606, US · 15 Finsbury Circus, London EC2M, GB · 500 W. Jefferson Street, Suite 700, Louisville, KY 40202, US
