Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird
Baird’s Equity Capital Markets group includes more than 500 professionals in research, institutional sales and trading, and investment banking. Baird delivers high-quality, objective research in the sectors where our clients seek timely, actionable insights. Our dedicated analyst teams provide comprehensive, award-winning coverage of over 725+ stocks and we are always looking for talented professionals to join our Equity Research team. We currently have an open Associate-level position on our Software and SaaS team.

The Equity Research Associate plays an integral role in the research process by providing comprehensive industry and company coverage for both institutional and individual clients. Our Analysts have the opportunity to work with nationally recognized Senior Analysts in a department that has an international reputation for excellence.

As an Equity Research Associate, you will:
  • Partner closely with a Senior Analyst to provide in depth research and stock advice on a focused sector, working within a team of 2-3 associates to cover group of 15+ stocks, including small-, mid- and large-cap companies
  • Provide quantitative support for industry- and company-specific research and assist in the preparation of financial models, written reports, and field research
  • Collect industry data and provide a level of expertise in a sector that helps clients to decide where to invest
  • Develop proprietary research, write reports, and communicate and distribute to clients
  • Attend and participate in company- and industry-sponsored conferences
  • Assist in the development of relationships with the senior management team (CEOs, CFOs) of covered companies
  • Discuss research findings with Sales & Trading associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds)
What makes this opportunity great:
  • Fast-paced environment that will enable you to grow as a professional
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
  • Strong investment in ongoing skill development through training, mentorship, and continuing education
  • The quality of our equity research and the strength of our relationships in North America, Europe, Asia and Australia drive consistent satisfaction for our clients. Our focus on quality and excellence has made us the “most important small/mid-cap research advisory firm” and the No 1 ranked firm for “overall research and analyst service quality” according to Greenwich.
  • Baird connects institutional investors with industry-leading companies across the globe; our focus on delivering unique relationships, resources and sector expertise garnered a No. 1 Greenwich ranking for “access to small-/mid-cap companies’ management.”
What we look for:
  • 3-7+ years of experience with a passion for our industry, with experience in the IT/Software space
  • Bachelor’s degree required with Finance/Accounting degree strongly preferred
  • Candidates must have a proven academic record (minimum GPA of 3.5/4.0)
  • Ability to work within a team and on a self-directed basis
  • Excellent analytical, communication, and presentation skills
  • Advanced computer skills using Microsoft Word, Excel and PowerPoint
  • Research Analysts are strongly encouraged to pursue the Chartered Financial Analyst (CFA) designation
  • Must be willing to work in Milwaukee or the New York City area

More about Baird:

Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 200 offices in the United States, Europe and Asia. Established in 1919, Baird has over $300 billion in client assets and more than 4,500 associates serving the needs of individual, corporate, institutional and municipal clients.

Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. As stated in our Associate Promise, we are passionate about how we achieve great outcomes together for our clients, communities and each other. Committed to being a great place to work, Baird ranks No. 13 on the Fortune Magazine’s 100 Best Companies to Work For®, our seventeenth consecutive year on the list. To learn more about Baird’s culture, click here.



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