Prepare for and practice interview questions from Baird.

Baird Interview Questions

baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the united states, europe and asia. established in 1919, baird has more than $145 billion in client assets and over 3,100 associates serving the needs of individual, corporate, institutional and municipal clients.
a great place to work, baird ranked no. 5 on fortune’s 100 best companies to work for® in 2015 – its twelfth consecutive year on the list. baird’s principal operating subsidiaries are robert w. baird &amp; co. in the united states and robert w. baird group ltd. in europe. baird also has an operating subsidiary in asia supporting baird’s investment banking and private equity operations. for more information, please visit baird’s web site at www.rwbaird.com.
baird is committed to employment policies and practices that provide equal employment opportunity at all times. these non-discriminatory practices apply to all areas of employment including:

baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the united states, europe and asia. established in 1919, baird has more than $145 billion in client assets and over 3,100 associates serving the needs of individual, corporate, institutional and municipal clients.

 a great place to work, baird ranked no. 5 on fortune’s 100 best companies to work for® in 2015 – its twelfth consecutive year on the list. baird’s principal operating subsidiaries are robert w. baird & co. in the united states and robert w. baird group ltd. in europe. baird also has an operating subsidiary in asia supporting baird’s investment banking and private equity operations. for more information, please visit baird’s web site at www.rwbaird.com.

 baird is committed to employment policies and practices that provide equal employment opportunity at all times. these non-discriminatory practices apply to all areas of employment including:

Overview

Baird Interview Guides

You are testing hundreds of hypotheses with many t-tests. What considerations should be made?

What is a key disadvantage of the F-test when compared to multiple t-tests?

What is a key disadvantage of the F-test when compared to multiple t-tests?

Hundreds of Hypotheses

You are testing hundreds of hypotheses with many t-tests. What considerations should be made?

In an A/B test, how can you check if assignment to the various buckets was truly random?

In an A/B test, which of the following is a common method to determine if the assignment to the test groups was truly random?

In an A/B test, which of the following is a common method to determine if the assignment to the test groups was truly random?

Random Bucketing

Suppose there exists a new airline named Jetco that flies domestically across North America. Jetco recently had a study commissioned that tested the boarding time of every airline, and it came out that Jetco had the fastest average boarding times of any airline.

What factors could have biased this result, and what would you look into?

What could potentially bias the average boarding time in favor of an airline that only flies domestically?

What could potentially bias the average boarding time in favor of an airline that only flies domestically?

Boarding Times Bias

A new airline came out as the fastest average boarding times compared to other airlines.  What factors could have biased this result and what would you look into?

Baird Salaries by Position

As we continue to grow and add top talent to the Baird technology team, we are currently seeking an experienced Business Analyst for our ACES Team. The Business Analyst is responsible for eliciting requirements to facilitate a shared understanding across the team and enabling delivery of high-quality solutions for our stakeholders.

ACES (Associate and Client Experience Simplification) covers a wide breadth of critical initiatives for PWM, from direct client experience touchpoints to the branch experience. Direct client experience touchpoints include client mailings and a new client data-gathering wizard application. Branch experience (for Financial Advisors and Client Specialists) includes client onboarding interfaces, transitioning FA interface, and process integrations.

ACES also partners with many areas of the firm (e.g. Operations, Compliance, Legal), especially around client touchpoints for regulatory requirements like Reg BI. Lastly, ACES has a strong history, very close partnership, and "one team" operating model in our ongoing work with the PWM Operations Business Process Engineering team.

As an IT Business Analyst, you will:

Analysis and Solution Development

Business Process Analysis

Elicits functional & nonfunctional requirements using interviews, workflow analysis, requirements workshops, and surveys to provide business process descriptions, business requirements, use cases, and user stories, with minimal support
Applies BA approaches and techniques with limited guidance from others
Develops analysis approach for medium or moderately complex efforts with minimal support and guidance
Develops an understanding of value streams and end-to-end processes
Connects day-to-day work, for self and assists for team, to strategic outcomes and goals of the firm
Able to work in ambiguous situations with support and guidance
Systems Analysis     Collaborates with project team members (developers, architects, product owners) to establish the technical vision and analyze tradeoffs
Leads execution - with guidance from others - of analysis approach, engaging and coordinating others to conduct analysis and develop solutions
Develops an end-to-end knowledge of technology environment and partners to understand business impacts
Supports team needs for data analysis approaches and best practices
Generates data visualizations and diagrams in support of analysis approach
Relationship Management    With guidance from mentors and leadership, a BA   builds trusting relationships and may represent IT in strategic conversations between business partners and CRG leaders
resolves previously identified conflicting objectives/expectations
tailors message and communication style
be aware of and navigates organizational dynamics to assist in decision making and achieving outcomes

Has begun to independently diagnose when to communicate information
Assists in, and occasionally leads, interactions with COOs and senior business leaders but, primarily interacts with lower-level business and CRG partners
Frequently leads the definition of an individual team, while supporting the team's strategy
Establishing a network throughout Baird and, with guidance, occasionally leverages it to navigate complexity
Business Analysis Practice Leadership   Serves as a business analyst role model within their delivery team with strong understanding of the Baird business they are aligned with and how it serves our internal/external clients
Building mentoring skills with the assistance of a more experienced BA or manager
Is building subject matter expertise within the BA Community of Practice and knows when to seek advice and guidance from more experienced BAs and others
Delivery Leadership    Articulates thoughts and recommendations effectively
Understands the strategic business needs and works with the team, IT- and business- leadership to deliver business-impactful results
Leads medium or moderately complex initiatives and supports organizational changes
Challenges and drives continuous improvement on immediate team and, with guidance, across the portfolio
Building skill in identifying the appropriate project methodology and coaching the applicable delivery principles and best practices within teams
Solution Delivery    Provides team facilitation for aligned project team
Effectively manages stakeholder expectations with guidance
Executes work using a variety of approaches (lean, agile, waterfall, iterative) based on situation with guidance
With guidance, identifies and manages project risks, issues, dependencies, and milestones in accordance with project need
Quality Assurance    Begins to design and participates in the execution of a quality approach with guidance
Begins to facilitate requirements validation and User Acceptance Testing with the client, third-party vendors and other team members
What makes this opportunity great:     Information technology is a core part of Baird's business strategy and plays a critical role in the growth and transformation of the firm
Ability to work with a variety of teams and stakeholders, proving your ability to be flexible and highly adaptable
Fast paced environment that will enable you to grow as a professional
Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
What we look for:     At least 5 years IT related experience including a minimum of 3 years Business Analysis experience
B.S. in Computer Science, MIS, Business Administration, or Finance is preferred or combination of experience and education
Two years serving as a Business Analyst in the financial industry is preferred
Experience in an agile/lean delivery environment is preferred
Thorough working knowledge of Microsoft Office is required. In addition, experience with a variety of tools for prototyping, modeling, data analysis, reporting, backlog and value stream management is preferred (MS Visio, PowerBI, Balsamiq, and Rally).
Exposure to data visualization techniques and SQL is preferred
Strong communication and collaboration skills
Detail-oriented and possesses exceptional organizational, critical thinking, and problem-solving skills
Able to work and grow in a fast-paced, team-oriented environment

#DI

#LI-Hybrid

#LI-SB1

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.

Our Private Wealth Management (PWM) division is seeking a member for its PWM Technology Best Practices team. The PWM Technology Best Practices team is an established group with a mission to help grow revenues, enhance the associate and client experience, and improve profitability through technology. We pride ourselves on providing our Financial Advisors and clients with top-notch platforms that are critical in driving our business forward.

The Microsoft Customer Relationship Management (CRM; Dynamics 365) Technology Product Manager will be expected to play a leading role in the strategy, innovation, and day-to-day management of the client and prospect relationship management platform, automations, and integrations. This position will collaborate with various corporate resource groups, Financial Advisors (FA) and Client Specialists (CS) ensuring branches' current and future Technology front office needs are met. The role will have a strategic focus on Microsoft Dynamics and Power Platform, as well as several supporting applications. This role may grow to include additional responsibilities as PWM's priorities change.

As a Technology Product Manager, you will:

Lead and manage the Microsoft CRM technology platform offerings and strategic roadmap through collaboration with key Baird stakeholders.
Maintain a long-term, strategic focus by staying familiar with industry platforms and capabilities, assessing competitive positioning, understanding branch associate needs, journey mapping, identifying and managing product enhancements, and helping to drive and measure product adoption.
Ability to flex into multiple Product Manager skills such as creating business scenario planning, functional designs, process flow mapping, prototyping, requirements definition, UAT planning, project execution, training coordination, and documentation of operational support procedures.
Serve as lead interface with IT on deepening customer relationships and enabling sales projects acting as agile Product Owner with solid understanding of centralizing, maintaining, and prioritizing a backlog.
Act as vendor relationship manager and facilitate support aspects of the platform with partnership from supporting teams.
Monitor and plan for vendor-initiated changes impacting the platform with respective business partners.
Participate in customer relationships and sales leads committees and participate in roundtables to gather peer and industry insight.
Partner with PWM Tech Solutions, Wealth Centers, Marketing and Communications, and Operations to create awareness, develop change campaigns, oversee training deliverables, and create collateral needed to support platform adoption as well as continued education ensuring efficient on-going use of CRM technology.
Collaborate regularly with PWM branch focus groups acting as an advocate for associates and clients when developing new offerings or product enhancements.
Educate front-line support resources (Technology Solutions/Branch Development/Wealth Planners/IT Service Desk) on system capabilities as needed.
Motivate and support the broader cross-functional support resources as an influence leader.
May be asked to assume additional technology product ownership of related platforms as project portfolio needs dictate.
What makes this opportunity great:     Compelling careers working side-by-side with the best in the business.
Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
What we look for:     Bachelor's degree preferred.
Technical area of study preferred.
5+ years of experience in the financial services industry preferred.
Superior customer service attributes; willingness to go "above and beyond" for the client.
Advanced technical skill set with the ability to translate for the non-technical end-user.
Must be able to take ownership of issues and see them through to completion. Must be able and desire to solve problems.
Exceptional oral and written communication skills; ability to interact and influence all organization levels.
Ability to develop, build, and maintain relationships with internal and external partners.
Ability to identify issues and trends to anticipate change and provide recommended comprehensive solutions and remedies.

#DI

#LI-CM1

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.

Our Private Wealth Management (PWM) division is seeking a member for its PWM Technology Best Practices team. The PWM Technology Best Practices team is an established group with a mission to help grow revenues, enhance the associate and client experience, and improve profitability through technology. We pride ourselves on providing our Financial Advisors and clients with top-notch platforms that are critical in driving our business forward. The Microsoft Customer Relationship Management (CRM; Dynamics 365) Technology Product Manager will be expected to play a leading role in the strategy, innovation, and day-to-day management of the client and prospect relationship management platform, automations, and integrations. This position will collaborate with various corporate resource groups, Financial Advisors (FA) and Client Specialists (CS) ensuring branches' current and future Technology front office needs are met. The role will have a strategic focus on Microsoft Dynamics and Power Platform, as well as several supporting applications. This role may grow to include additional responsibilities as PWM's priorities change. As a Technology Product Manager, you will: <ul> <li>Lead and manage the Microsoft CRM technology platform offerings and strategic roadmap through collaboration with key Baird stakeholders. </li><li>Maintain a long-term, strategic focus by staying familiar with industry platforms and capabilities, assessing competitive positioning, understanding branch associate needs, journey mapping, identifying and managing product enhancements, and helping to drive and measure product adoption. </li> <li>Ability to flex into multiple Product Manager skills such as creating business scenario planning, functional designs, process flow mapping, prototyping, requirements definition, UAT planning, project execution, training coordination, and documentation of operational support procedures. </li><li>Serve as lead interface with IT on deepening customer relationships and enabling sales projects acting as agile Product Owner with solid understanding of centralizing, maintaining, and prioritizing a backlog. </li><li>Act as vendor relationship manager and facilitate support aspects of the platform with partnership from supporting teams. </li><li>Monitor and plan for vendor-initiated changes impacting the platform with respective business partners. </li> <li>Participate in customer relationships and sales leads committees and participate in roundtables to gather peer and industry insight. </li><li>Partner with PWM Tech Solutions, Wealth Centers, Marketing and Communications, and Operations to create awareness, develop change campaigns, oversee training deliverables, and create collateral needed to support platform adoption as well as continued education ensuring efficient on-going use of CRM technology. </li><li>Collaborate regularly with PWM branch focus groups acting as an advocate for associates and clients when developing new offerings or product enhancements. </li><li>Educate front-line support resources (Technology Solutions/Branch Development/Wealth Planners/IT Service Desk) on system capabilities as needed. </li> <li>Motivate and support the broader cross-functional support resources as an influence leader. </li><li>May be asked to assume additional technology product ownership of related platforms as project portfolio needs dictate. </li></ul>What makes this opportunity great: <ul> <li>Compelling careers working side-by-side with the best in the business. </li><li>Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. </li></ul>What we look for: <ul> <li>Bachelor's degree preferred. </li> <li>Technical area of study preferred. </li><li>5+ years of experience in the financial services industry preferred. </li><li>Superior customer service attributes; willingness to go "above and beyond" for the client. </li><li>Advanced technical skill set with the ability to translate for the non-technical end-user. </li><li>Must be able to take ownership of issues and see them through to completion. Must be able and desire to solve problems. </li> <li>Exceptional oral and written communication skills; ability to interact and influence all organization levels. </li><li>Ability to develop, build, and maintain relationships with internal and external partners. </li> <li>Ability to identify issues and trends to anticipate change and provide recommended comprehensive solutions and remedies. </li></ul> #DI #LI-CM1 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.

Baird Interview Questions

Overview

Baird Interview Guides

Baird Interview Questions

Baird Salaries by Position

Baird Opening Jobs