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Baird

Wealth management and investment banking services

IT Business Analyst

Business AnalysisConfirmed live in the last 24 hours
Full-timeMilwaukee, WI, USANo salary listed

About the Job

Requirements

  • A bachelor's degree in Computer Science, Management Information Systems, Business Administration, or Finance, or equivalent experience.
  • At least 5 years of professional experience, including at least 3 years in Business Analysis.
  • Experience across multiple initiative types and business domains; financial services experience is preferred, and Fixed Income experience is a plus.
  • Experience with SQL, Power BI, or other data visualization tools is a plus.
  • Experience with Salesforce, including requirements gathering or configuration support on implementations, is a plus.
  • Ability to quickly learn and deeply understand new business areas and translate complexity into clarity for diverse audiences.
  • Experience working in agile or iterative delivery environments, with a solid understanding of agile principles and team practices.
  • Experience with AI tools to enhance business analysis, delivery efficiency, or decision-making workflows, such as M365 Copilot, Copilot Studio, Claude, ChatGPT, or Snowflake Cortex.
  • Strong communication, facilitation, and stakeholder management skills.
  • Self-motivation, resilience, emotional intelligence, and comfort receiving and applying feedback.

Responsibilities

  • Drive business analysis efforts across initiatives including new capabilities, platform enhancements, operational improvements, and data and reporting solutions.
  • Plan and execute discovery for complex initiatives by identifying stakeholders, clarifying objectives, and articulating success measures in environments with evolving or incomplete information.
  • Translate business needs into business requirements, process flows, context diagrams, stakeholder maps, and user stories that support delivery and decision-making.
  • Keep day-to-day work focused on outcomes and value, aligned with business priorities and strategic intent.
  • Assess initiative complexity and guide teams in selecting and applying appropriate delivery approaches.
  • Lead requirements validation and acceptance to ensure delivered solutions meet intended business outcomes.
  • Learn the Fixed Income Trading and Public Finance businesses, developing understanding of end-to-end workflows and client impacts.
  • Act as a trusted partner and business proxy when appropriate, using informed judgment to keep delivery moving when direct business input is unavailable.
  • Anticipate business questions, surface implications of decisions, and communicate impacts across stakeholders.
  • Communicate with senior business leaders, IT leadership, revenue producers, developers, and external partners, tailoring messaging to audiences.
  • Build trust through preparation, follow-through, and sound judgment.
  • Facilitate discussions, resolve stakeholder misalignment, and escalate issues with clear rationale when appropriate.
  • Help facilitate solution discussions with architects, engineers, and product partners to evaluate options, clarify tradeoffs, and ensure technical designs reflect business intent.
  • Advise business partners on development best practices.
  • Provide day-to-day leadership within delivery teams, fostering collaboration, accountability, and continuous improvement.
  • Improve team and portfolio practices by sharing lessons learned and strengthening analysis, agile, and delivery practices.
  • Operate effectively in ambiguous environments, adapting approaches to each initiative and context.
  • Identify priorities, clarify unknowns, and propose practical next steps when information is incomplete or requirements are emerging.
  • Contribute to the Business Analysis community by helping shape standards, approaches, and development of business analysis capability across IT.

Desired Qualifications

  • Financial services experience is preferred; Fixed Income experience is a plus.
  • Experience with SQL, Power BI, or other data visualization tools is a plus.
  • Experience with Salesforce, including requirements gathering or configuration support on implementations, is a plus.
  • Relevant professional certifications are a plus but are not required, including CBAP, IIBA-AAC, PMI-PBA, PMI-ACP, CSM, or CSPO.

About the Company

Baird

Wealth management and investment banking services

Baird provides financial services across four main areas: Wealth Management, Capital Markets, Private Equity, and Investment Banking. Its product mix ranges from financial planning and asset management for individuals and families to advisory services, capital-raising, and advisory for businesses, plus private equity investments and operating partner support. Baird’s services are delivered through a combination of client-advisor relationships, institutional trading, research, and investment products, with a focus on aligning investment solutions to client goals. The company differentiates itself through its employee-owned structure, global reach, and a broad, integrated platform that combines wealth management with corporate finance and investment activities. Baird’s stated goal is to help clients achieve “great outcomes” and do well for them, supported by deep expertise, a strong financial foundation, and a commitment to long-term relationships.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$844.8M
Headquarters
Milwaukee, WI
Founded
1919

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