Baird Capital Financial Analyst

Baird Capital is seeking a detail-oriented and motivated Financial Analyst to join its Finance Team. This role supports the internal and external financial operations of Baird Capital’s private equity partnerships, including financial reporting, tax compliance, capital activity (including capital calls and distributions), and the year-end audit and tax processes.

The Financial Analyst will work closely with the Fund Controller, Tax Manager, and Senior Financial Analysts, and will collaborate cross-functionally with Legal, Compliance, Operations, and Treasury teams to ensure accuracy, transparency, and timely delivery of information to internal and external stakeholders.

This position is based in Milwaukee, WI, with a hybrid work arrangement requiring at least three days per week in the office.

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

• Communicating clearly and concisely with managers, peers, and clients; being receptive to feedback and collaboration.
• Anticipating stakeholder needs and delivering high-quality service.
• Maintaining accurate data in private equity accounting systems to support timely and reliable reporting to investors and internal teams.

Accounting and Financial Reporting

• Maintain general ledger and accounting records for private equity funds, management companies, and investment vehicles.
• Prepare journal entries, quarterly financial statements, capital account reports, and investor performance metrics (e.g., IRR).
• Update investor records and respond to investor inquiries as needed.
• Assist in annual financial statement audits, including data collection and documentation support.

Tax Compliance

• Assist with preparation of partnership tax returns and investor Schedule K-1/K-3 packages in coordination with external tax preparers.
• Supports delivery of estimated tax information to investors.
• Coordinate tax withholding and reporting for non-U.S. investors.

Portfolio & Capital Operations

• Manage capital call and distribution processes.
• Coordinate funding of portfolio company investments.
• Provide ad hoc analysis and reporting to the investment team.

• Bachelor's degree in Accounting or related field.
• 0–3 years of experience in accounting, finance, or audit; exposure to private equity or investment funds a plus.
• High attention to detail, accuracy and reliability with a commitment to producing quality work.
• Organized and accountable; able to manage multiple tasks and meet deadlines.
• Strong communication and interpersonal skills; works effectively within cross-functional teams.
• Interest in process improvement and a proactive mindset toward learning.
• Proficient in Microsoft Office products with an emphasis on Excel.

Baird Capital is a trusted investment partner known for its collaborative approach, integrity, and innovative mindset. We offer a dynamic, team-oriented environment where employees are encouraged to take initiative and grow professionally. As part of Baird, a global financial services firm recognized for its strong culture and workplace excellence, you’ll be part of a values-driven organization committed to making a positive impact.

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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.