Equity Research Analyst

CFA Institute; Milwaukee (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Baird's Equity Research team in Milwaukee is seeking an Analyst-level Equity Research Analyst to cover industry and company coverage for institutional and individual clients. You will work with nationally recognized Senior Analysts and contribute to high-quality, objective research.

You'll provide quantitative support, help build financial models, write reports, and participate in conferences. Collaboration with Sales & Trading and strong communication skills are essential for success.

Qualifications

• Bachelor's degree in Finance/Accounting or closely related field required.
• GPA of 3.5/4.0 or greater preferred.
• 0-3 years of experience in Equity Research or a related area.
• Strong analytical, communication, and presentation abilities.
• Proficiency in MS Word, Excel, and PowerPoint.

Responsibilities

• Cover a focused group of 15+ stocks across small-, mid- and large-cap segments.
• Provide quantitative support for industry/firm research and assist in financial modeling.
• Develop proprietary research and write reports for clients.
• Attend and participate in company-sponsored conferences.
• Build relationships with CEOs, CFOs and senior management of covered companies.
• Collaborate with Sales & Trading and interact with institutional clients.

Skills

Analytical skills

Communication skills

Presentation skills

Education

Bachelor's degree in Finance/Accounting

Tools

Microsoft Word

Excel

PowerPoint

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

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