Equity Research Analyst

ROBERT W. BAIRD & CO. INCORPORATED; Milwaukee (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

Robert W. Baird & Co. Incorporated in Milwaukee seeks an Equity Research Analyst to provide industry and company coverage for institutional and individual clients.

You will collaborate with a Senior Analyst and a focused team to develop quantitative models, write reports, and present findings. This role emphasizes rigorous financial analysis, data gathering, and clear communication with Sales & Trading colleagues, portfolio managers, and clients, and requires a Finance/Accounting background and

Qualifications

• Bachelor’s degree required with Finance/Accounting degree strongly preferred.
• GPA of 3.5/4.0 or greater preferred.

Responsibilities

• Partner with Senior Analyst to cover 15+ stocks in a focused industry team.
• Provide quantitative support for financial models, reports, and field research.
• Collect industry data and develop sector expertise to inform client decisions.
• Develop proprietary research, write reports, and distribute to clients.
• Attend and participate in company-sponsored conferences.
• Assist in building relationships with CEOs and CFOs of covered companies.
• Discuss research findings with Sales & Trading and institutional clients.

Skills

Analytical skills

Communication

Presentation

Teamwork

Education

Finance/Accounting degree

GPA 3.5/4.0+

Tools

Excel

PowerPoint

Word

Job description

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. We are always looking for talented professionals to join our Equity Research team and have an Analyst level opportunity in our Milwaukee headquarters.

About the Role:

The Equity Research Analyst plays an integral role in the research process through 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.

The Impact You’ll Make:

• Partnering closely with the Senior Analyst responsible for that sector, work within a focused industry 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-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 You’ll Bring to Baird:

• Bachelor’s degree required with Finance/Accounting degree strongly preferred
• Candidates must have a proven academic record (GPA of 3.5/4.0 or greater preferred)
• 0-3 years of experience with a passion for our industry
• 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 location