Careers in Institutional Equities & Research

Nationally recognized as a great place to work, Baird actively seeks the best professionals to serve our institutional clients. We are always interested in talking to top talent and currently have a number of positions appropriate to varying levels of experience:

Marketing Assistant: icon toggle

Marketing Assistants provide functional support for Equity Sales brokers. Duties include: providing exceptional customer service, maintaining accurate computer account records, entering portfolio holdings, coordinating broker travel and group meetings for clients, drafting letters and making calls for group meetings. Qualified individuals will also be willing and able to assume responsibility for other special projects as assigned.

For more information on Marketing Assistant opportunities at Baird, please visit BairdCareers.com.

Principal Trader: icon toggle

Entry-level Principal Traders at Baird work closely with senior traders in a fast-paced environment that emphasizes teamwork. Associates are thoroughly trained regarding the function of U.S. equity markets. Traders assigned to the over-the-counter (Principal) desk also learn the intricacies and functionality of Baird's principal trading systems. After an initial period, Principal Traders are expected to assume market-making responsibilities for trading stocks in a specific industry.

For more information on Principal Trader opportunities at Baird, please visit BairdCareers.com.

Program Tradericon: toggle

Program Traders are responsible for actively trading domestic equity baskets utilizing industry-leading EMB and algorithmic solutions. Working as part of a team, qualified individuals will be able to cultivate client relationships. Candidates should have a minimum five years of program trading experience on either the buy- or sell-side. A solid working knowledge of quantitatively based trading strategies is also essential.

For more information on Program Trader opportunities at Baird, please visit BairdCareers.com.

Research Analysticon: toggle

Baird typically hires recent college graduates for research analyst positions. Our team approach to research enables analysts to continually interact with professionals throughout the firm. Baird prides itself on the fact that, early in their careers, analysts begin working closely with both senior research analysts and the senior management team of the companies Baird follows.

Our analysts play an integral role in the research process, supplying invaluable research support, including:

  • Quantitative and analytical support to industry- and company-specific research
  • Assistance in the preparation of financial models for companies under coverage
  • Participation in the development of relationships with senior management
  • Communication with the institutional sales force and clients
We look for intelligent, talented people with the following knowledge and skills:
  • High sense of integrity and a strong work ethic
  • Ability to work within a team and on a self-directed basis
  • Excellent analytical, written and verbal communication skills
  • A bachelor's degree with a minimum 3.5 GPA
  • Advanced computer skills using Word and Excel
Baird offers robust professional development opportunities, including the Baird Scholar program at the University of Chicago.

Interview Process
First round interviews consist of interviews with one or two analysts and are generally 20-30 minutes each. Interviews occur either on your campus or in one of our offices.

"Super Friday" interviews consist of five to six interviews with one Senior Analyst or Research Associate and are generally 30 minutes each. Interviews are held in our Milwaukee office.

Offers are made shortly after the Super Friday interviews.

Things to Consider Before You Interview

Be prepared to discuss the following during your interview:
  • What do you know about sell-side equity research?
  • Why are you interested in a career in this industry?
  • What do you know about Baird and our culture?
  • What about our firm and culture appeals to you?
  • Be prepared to discuss your résumé.
  • Think about your strengths and weaknesses and be able to discuss both. How do your strengths apply to sell-side equity research?
  • What are your three greatest accomplishments?
  • Describe a failure. What did you learn from it?
  • How would your peers describe you? What would they say you could improve about yourself?
  • How would a supervisor or manager at a previous job describe you?
  • What is your leadership style?

Research Associatesicon: toggle

As a Baird research associate, you will provide comprehensive industry and company coverage for both institutional and individual clients. Research associates have the opportunity to work with nationally recognized senior analysts in a department that has an international reputation for excellence. The quality of Baird's research has helped us become one of the largest full-service investment banking firms outside New York.

Research associates are fully participating members of an active research team. They assist senior analysts in a number of ways, including:

  • Writing industry- and company-specific research
  • Developing and maintaining financial models for companies under coverage
  • Assisting in the development of relationships with the senior management team of the companies we cover
  • Participating in company-sponsored conferences
  • Communication with the institutional sales force and clients
We look for the following qualities in candidates joining our research team:
  • Integrity, teamwork and a strong work ethic
  • Excellent analytical, written and verbal communication skills
  • An MBA and three to five years of work experience (investment or industry experience preferred)
  • A desire to pursue the Chartered Financial Analyst (CFA) designation
  • A willingness to travel
  • Advanced computer skills using Word and Excel
The Interview Process
First-round interviews consist of interviews with one or two associates and are generally 20-30 minutes each. The interviews occur either on your campus or in one of our offices.

"Super Friday" interviews consist of five to six interviews with one Senior Analyst or Research Associate and are generally 30 minutes each. Interviews are held in our Milwaukee office.

Offers are made shortly after the Super Friday interviews.

Things to Consider Before You Interview
Be prepared to discuss the following during your interview:
  • What do you know about sell-side equity research?
  • Why are you interested in a career in this industry?
  • What do you know about Baird and its culture?
  • What about our firm and culture appeals to you?
  • Be prepared to discuss your résumé.
  • Why did you decide to pursue an MBA?
  • Think about your strengths and weaknesses, and be able to discuss both. How do your strengths apply to sell-side equity research?
  • What are your three greatest accomplishments?
  • Describe a failure. What did you learn from it?
  • How would your peers describe you? What would they say you could improve about yourself?
  • How would a supervisor or manager at a previous job describe you?
  • What is your leadership style?

Sales Brokericon: toggle

Entry-level Sales Brokers work closely with senior Sales Brokers in a structured team environment, with a primary focus on research distribution to institutional money managers. In this position, associates are exposed to a broad array of research and investment banking products, which are marketed to the investment management, mutual fund, pension fund and hedge fund communities. Associates are encouraged to accept project and client responsibilities. Following an initial period, Sales Brokers are expected to assume primary responsibility for account coverage.

For more information on Sales Broker opportunities at Baird, please visit BairdCareers.com.

Sales Tradericon: toggle

Entry-level Sales Traders at Baird work closely with senior Sales Traders in a fast-paced environment that emphasizes teamwork. Associates are thoroughly trained regarding the function of U.S. equity markets. Those assigned to the sales trading desk will also learn the function of U.S. equity markets, with greater emphasis on day-to-day, fundamental research-driven trading activity. Sales Traders are generally assigned to work with customers based in a specific geographic region and are expected to buy and sell securities upon customer request. Sales Traders are also expected to form strong relationships with the customer's entire trading staff.

For more information on Sales Trader opportunities at Baird, please visit BairdCareers.com.

Trading Support / Trade Billing Assistanticon: toggle

In the Trading Support position, you will perform analytical and technical support for Baird's Equity Trading team. This includes daily planning and implementing of FIX network connectivity, troubleshooting and problem resolution, maintenance projects, product evaluation and testing as well as assisting with new system installations and upgrades. Qualified individuals will function well in a team environment, interfacing directly with Equity Sales and Trading professionals, clients, vendors, IT and compliance specialists.

Trade Billing Assistants perform trade allocations for the Equity Trading team. Qualified individuals will utilize excellent organizational skills in performing duties that include matching, entering and allocating tickets; resolving trade problems; and maintaining accurate records.

For more information on Trading Support / Trade Billing Assistant opportunities at Baird, please visit BairdCareers.com.