Sr Portfolio Manager- Trust
Milwaukee, WI ยท Hybrid
Keep informed of market trends and analyze the effect of these trends on client investment ... Knowledge of global equity and fixed income markets along with knowledge of global economic ...
Milwaukee, WI ยท Hybrid
Keep informed of market trends and analyze the effect of these trends on client investment ... Knowledge of global equity and fixed income markets along with knowledge of global economic ...
Milwaukee, WI ยท Hybrid
Keep informed of market trends and analyze the effect of these trends on client investment ... Knowledge of global equity and fixed income markets along with knowledge of global economic ...
Milwaukee, WI ยท On-site
Keep informed of market trends and analyze the effect of these trends on client investment ... Knowledge of global equity and fixed income markets along with knowledge of global economic ...
Milwaukee, WI ยท On-site
Keep informed of market trends and analyze the effect of these trends on client investment ... Knowledge of global equity and fixed income markets along with knowledge of global economic ...
Milwaukee, WI ยท On-site
This role requires a deep understanding of financial markets, strong analytical skills, and an ... Minimum 3+ years of experience (or more) in trading equities, options, and fixed income, with a ...
Milwaukee, WI ยท On-site
This role requires a deep understanding of financial markets, strong analytical skills, and an ... Minimum 3+ years of experience (or more) in trading equities, options, and fixed income, with a ...
$88K - $165K/yr
Assumption Governance & Analytical Support * Develop, validate, and periodically review key ... Experience in fixed income, derivatives and valuation of instruments with embedded options.
$88K - $165K/yr
Assumption Governance & Analytical Support * Develop, validate, and periodically review key ... Experience in fixed income, derivatives and valuation of instruments with embedded options.
Mequon, WI ยท On-site
$16 - $21.50/hr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
Mequon, WI ยท On-site
$16 - $21.50/hr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
Milwaukee, WI ยท On-site +1
$17.75 - $24/hr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and ...
Milwaukee, WI ยท On-site +1
$17.75 - $24/hr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and ...
Appleton, WI ยท On-site
$113K - $113K/yr
Support income tax provision processes, including data gathering, variance analysis, and ... Research and analyze tax issues to support compliance and strategic decision-making. Monitor ...
Appleton, WI ยท On-site
$113K - $113K/yr
Support income tax provision processes, including data gathering, variance analysis, and ... Research and analyze tax issues to support compliance and strategic decision-making. Monitor ...
Brookfield, WI ยท On-site
$17 - $23/hr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
Brookfield, WI ยท On-site
$17 - $23/hr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
Milwaukee, WI ยท On-site
$100K - $140K/yr
... implementation, analysis, client engagement, and operational support. This role directly ... fixed income, private markets, real assets, hedge funds, commodities, and cash. * Oversee the ...
Milwaukee, WI ยท On-site
$100K - $140K/yr
... implementation, analysis, client engagement, and operational support. This role directly ... fixed income, private markets, real assets, hedge funds, commodities, and cash. * Oversee the ...
Stevens Point, WI ยท On-site +1
$12/hr
Temporary, Fixed Term, Part-Time, Student Research Assistant Employment Period: January 2026 - May ... Coordinate with the faculty statistician conducting data analysis, who anticipates using paired t ...
Stevens Point, WI ยท On-site +1
$12/hr
Temporary, Fixed Term, Part-Time, Student Research Assistant Employment Period: January 2026 - May ... Coordinate with the faculty statistician conducting data analysis, who anticipates using paired t ...
Temporary, Fixed Term, Part-Time, Student Research Assistant Employment Period: January 2026 - May ... Coordinate with the faculty statistician conducting data analysis, who anticipates using paired t ...
Temporary, Fixed Term, Part-Time, Student Research Assistant Employment Period: January 2026 - May ... Coordinate with the faculty statistician conducting data analysis, who anticipates using paired t ...
... fixed income including order handling requirements, trade reporting and other transparency ... Analyze SEC, industry and other self-regulatory organization initiatives, and develop and maintain ...
... fixed income including order handling requirements, trade reporting and other transparency ... Analyze SEC, industry and other self-regulatory organization initiatives, and develop and maintain ...
Maintain fixed asset records, depreciation schedules, and related accounting processes * Administer ... Analyze balance sheet and income statement accounts to ensure accuracy and completeness * Assist ...
Quick apply
Maintain fixed asset records, depreciation schedules, and related accounting processes * Administer ... Analyze balance sheet and income statement accounts to ensure accuracy and completeness * Assist ...
Terminal (Fixed Term) Job Profile: Business Systems Analyst II Job Duties: Job Summary Performs ... Formulates and defines system scope and objectives through research and fact-finding combined with ...
Terminal (Fixed Term) Job Profile: Business Systems Analyst II Job Duties: Job Summary Performs ... Formulates and defines system scope and objectives through research and fact-finding combined with ...
Menomonie, WI ยท On-site +1
$74K/yr
Terminal (Fixed Term) Job Profile: Business Systems Analyst II Job Duties: Job Summary Performs ... Formulates and defines system scope and objectives through research and fact-finding combined with ...
Menomonie, WI ยท On-site +1
$74K/yr
Terminal (Fixed Term) Job Profile: Business Systems Analyst II Job Duties: Job Summary Performs ... Formulates and defines system scope and objectives through research and fact-finding combined with ...
Milwaukee, WI ยท On-site
$100K - $130K/yr
... fixed income, private credit, equity, and sustainable equity. With over $50 billion in AUM ... Conducts legal research on a variety of topics. * Performs related duties as assigned. Preferred ...
Milwaukee, WI ยท On-site
$100K - $130K/yr
... fixed income, private credit, equity, and sustainable equity. With over $50 billion in AUM ... Conducts legal research on a variety of topics. * Performs related duties as assigned. Preferred ...
Middleton, WI ยท On-site
$44K - $80K/yr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
Middleton, WI ยท On-site
$44K - $80K/yr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
Bruce, WI ยท Hybrid
$103K - $111K/yr
UC Level 7, Salary Range $103,259 pa - $111,865 pa plus 17% Super 6-month fixed term opportunity ... education, research, and opportunity with a strong commitment to inclusivity and reducing ...
Bruce, WI ยท Hybrid
$103K - $111K/yr
UC Level 7, Salary Range $103,259 pa - $111,865 pa plus 17% Super 6-month fixed term opportunity ... education, research, and opportunity with a strong commitment to inclusivity and reducing ...
Milwaukee, WI ยท On-site
$70K - $89K/yr
... low-income, commuters, and students with documented disabilities). This grant funds: 1. ... making, analyzing student enrollment, retention, graduation, and other key metrics ensuring ...
Milwaukee, WI ยท On-site
$70K - $89K/yr
... low-income, commuters, and students with documented disabilities). This grant funds: 1. ... making, analyzing student enrollment, retention, graduation, and other key metrics ensuring ...
Milwaukee, WI ยท On-site
$70K - $89K/yr
... low-income, commuters, and students with documented disabilities). This grant funds: 1. ... making, analyzing student enrollment, retention, graduation, and other key metrics ensuring ...
Milwaukee, WI ยท On-site
$70K - $89K/yr
... low-income, commuters, and students with documented disabilities). This grant funds: 1. ... making, analyzing student enrollment, retention, graduation, and other key metrics ensuring ...
$38.9K - $44.5K
1% of jobs
$44.5K - $50.1K
3% of jobs
$50.1K - $55.7K
3% of jobs
$57.8K is the 25th percentile. Wages below this are outliers.
$55.7K - $61.2K
45% of jobs
$61.2K - $66.8K
5% of jobs
$66.8K - $72.4K
4% of jobs
$72.4K - $78K
3% of jobs
$78K - $83.6K
3% of jobs
$83.6K - $89.2K
2% of jobs
$89.2K - $94.8K
2% of jobs
$95.3K is the 75th percentile. Wages above this are outliers.
$94.8K - $100.4K
27% of jobs
$38.9K
$74.7K
$100.4K
| Aspect | Fixed Income Research Analyst | Equity Research Analyst |
|---|---|---|
| Credentials | Typically requires finance or economics degree, CFA certification often preferred | Similar educational background, CFA certification common |
| Work Environment | Financial institutions, investment firms, bond markets | Equity markets, investment banks, asset management firms |
| Industry Usage | Focuses on bonds, interest rates, credit analysis | Focuses on stocks, company valuation, market trends |
Both roles involve financial analysis and often require similar credentials like a CFA. Fixed Income Research Analysts specialize in bonds and credit markets, while Equity Research Analysts focus on stocks and company performance. Their work environments and industry applications differ, but both are vital in investment decision-making.

Full-time
Re-posted 15 days ago
About the Role:
Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee.
This position offers flexibility with 4 days/week in our Milwaukee, WI office and 1 day remote.
The Impact You'll Make:
Serves high net worth and institutional clients within Baird Trust Company
Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee
Develop satisfied clients through frequent contact for portfolios/relationships of a substantial size and complexity
Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship
Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk
Working with Trust Administration interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives
Working with Financial Consultants/Relationship Managers, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
Keep informed of market trends and analyze the effect of these trends on client investment portfolios
Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
Preparing and delivering clear, effective, and professional presentations. Communication skills and professional demeanor to interact with clients, prospects and all levels of management and colleagues within the firm. Providing appropriate recommendations for resolution of complex financial issues
Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives
Work ethically and with integrity, including maintaining client and firm confidentiality
Interpret and apply policies and identify and recommend changes as appropriate
What You'll Bring to Baird:
Four (4) year degree in Business, Economics, Accounting, or Finance
MBA (preferred)
10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of education and experience
Knowledge of global equity and fixed income markets along with knowledge of global economic conditions
Familiarity with fiduciary principles and prudent investment concepts
General understanding of the tax code
Licenses/Certifications:
CFA / CFP preferred
SIE, Series 7 required - or ability to obtain
Series 63, 65, or 66 required - or ability to obtain
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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.