Michael Baird

Background

About Michael Baird

Finance professional with over 10 years of experience in banking, credit risk, portfolio management, and investment operations. I’ve managed multimillion-dollar portfolios at BB & T (now Truist) and valued complex alternative investments at Wells Fargo. My work involves analyzing financial data and helping decision-makers interpret trends, risks, and portfolio performance. At Wells Fargo, I serve as a Securities Operations Specialist focused on alternative asset valuation. I maintain 99.5% accuracy in pricing hedge funds and private equity holdings. This accuracy supports financial transparency and ensures compliance across high-volume portfolios. I review fund-level financials, perform reconciliation checks, and confirm NAVs and pricing assumptions. In a prior role as a Verification Analyst, I completed quarterly reconciliations of retailer accounts. I achieved 100% accuracy through structured data review and resolution of account variances. This improved reporting reliability and sharpened my approach to working with large data sets. At BB & T, I evaluated credit risk for 30+ clients each week while managing a $37 million receivables portfolio. I assessed borrower strength, monitored payment trends, and supported credit decisions for a diverse client base. Outside of work, I volunteer with Scouts and remain focused on professional growth through ongoing learning. If you're looking for a financial analyst with a strong foundation in valuation, credit, and portfolio analysis, let’s connect. michaelrbaird@outlook.com Skills- Financial & Investment Analysis - Alternative Asset Valuation - Credit & Risk Assessment - Portfolio Monitoring - Reconciliation & Financial Reporting - Data Accuracy & Investigation