Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

For over 100 years, Baird has provided high-quality financial advice and services with clients’ best interests in mind. Employee owned and independent, Baird serves individuals, foundations, organizations and municipalities across the country as well as corporations and institutions around the world from more than 160 offices in the U.S., Europe and Asia. Baird currently has over $415 billion in client assets.

Committed to being a great place to work, Baird ranked No. 27 on FORTUNE’s “100 Best Companies to Work For” in 2022 – the nineteenth consecutive year on the list which continues to provide a strong culture and foundation for the more than 4,700 Baird associates serving the needs of clients around the world.

Corporate Access is a dynamic, fast-pace and successful team within Institutional Equity and Research responsible for cultivating strong relationships with industry-leading companies across the globe and connecting corporate leadership with institutional investors. The team has garnered a No. 1 Greenwich ranking for “access to small-/mid-cap companies” and remains focused on providing a range of services to add value to both corporate and institutional clients.

As a Corporate Relationship Manager on the Corporate Access Team, you will:

Partner with corporate leadership teams with the intent to become a trusted resource to help companies gain access and insight to their shareholder base. Strong communication, attention to detail, diligence, consistent client service, positive approach and an interest in understanding a company’s business and their investor strategy are significant attributes of this role.

  • Proactively build new and maintain current relationships with corporate leadership (CEO, CFO, Investor Relations), including in-person, phone, email correspondence. Regular discussion with companies regarding investor profiles/targeting and ownership analysis.
  • Partner with Baird’s Senior Research Analysts and their teams to align investor relations strategy for covered companies. Baird research analysts cover ~ 750 public companies across multiple sectors.
  • Identify aligned and relevant non-covered companies to build new relationship with and gain a full understanding of their investor relations strategy and needs.
  • Collaborate with Baird sales teams to establish client interest and build investor schedules for non-deal roadshows, conferences, field trips, HQ visits, conference calls.
  • Provide differentiated and seamless execution for corporate access activities from start to finish, including high volume of emails, phone calls and correspondence internally and externally.
  • Gain an understanding and become knowledgeable about the coverage companies and sectors; ultimately identifying trends and insights into investor marketing activity across the industry.
  • Diligent maintenance of internal database for communication and business continuity.
  • Positive contribution to the day-to-day culture and team-oriented atmosphere; in-person & virtually.
  • Domestic travel to annual conferences and industry events.

What you will love:

  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.  
  • Flexible work-life balance is promoted.
  • Fast paced environment that will enable you to learn and grow as a professional.

What we look for:

  • Bachelor’s degree required, Business, Finance, Marketing or Communications preferred. 2-5+ years of experience with a passion for our industry.
  • SIE/Series 7/63/66 license is supported and encouraged.
  • Strong relationship building skills, including developing organic/new business relationships.
  • Exceptional communication and interpersonal skills - ability to effectively share ideas and information or influence others with a high level of professionalism.
  • Commitment to providing exceptional client service internally and externally.
  • Ability to solve problems and prioritize workflow quickly and efficiently.
  • Positively endure peak workloads, multiple responsibilities and produce results with accuracy and professionalism in sometimes a high pressure, hectic environment.
  • High attention to detail with strong organizational skills.
  • Ability to work within a team and on a self-directed basis.
  • Capability to adapt to fast-pace, changing environments.
  • Team oriented, high degree of integrity and a positive attitude.
  • Strong computer skills using Microsoft Word, Excel and PowerPoint preferred.


Commitment to Inclusion & Diversity

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. Learn more here.


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