Baird is seeking a highly motivated Senior Equity Analyst for our Private Wealth Management equity research team. This team is responsible for consulting on nearly $125B in individual stocks in Baird’s PWM system and providing guidance and support to Baird’s Financial Advisors. The analyst will act as a co-manager of Baird’s two PWM Home Office Portfolios, directly managing approximately $7B in client assets as well as providing timely market insights and commentary across sectors.
As a Senior Equity Analyst, You Will
- Provide up to date and timely investment guidance and recommendations to Financial Advisors on behalf of their individual/retail clients. This includes providing updates and opinions on stocks across all industry sectors, analyzing high net worth client portfolios and providing insight on general investment topics/themes including portfolio construction.
- Act as a co-manager, along with other PWM equity analysts, for the two Private Wealth Management home office portfolios. This includes ongoing monitoring of portfolio holdings, as well as recommendations for portfolio additions/removals. The Baird Recommended Portfolio is a mid-to-large cap investment portfolio comprised of 35-50 stocks across most economic sectors and has a 20+ year track record. The Baird Rising Dividend Portfolio is a large-cap portfolio, with a 5+ year track record, focused on dividend generating stocks that have the ability to grow their dividend over time.
- Assist with development of equity ideas and screens, focusing on current market conditions, stock-specific opportunities and needs specific to individual high net worth clients.
- Participate in creating of daily Private Wealth Management research update, published and distributed every morning by 8:00 am CT, collecting and synthesizing updates deemed important for Financial Advisors and their clients regarding individual securities, ratings changes, industry updates and other topical updates.
- Assist with marketing the home office portfolios and the team’s capabilities to Baird’s Financial Advisors. Opportunity for branch travel over time.
- Other duties/projects as assigned to support Baird’s growing PWM business.
What Makes This Opportunity Great
- Ability to help drive results within a dynamic environment.
- Act as a generalist on a high performing collaborative team.
- 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
What We Look For
- Bachelor’s degree in finance, business, or other related field.
- 10+ years of investment industry experience, with a preference for candidates with a strong equity research background.
- Progress toward CFA preferred.
- Must be SIE, Series 7, and Series 63 licensed (or willing to obtain within 6 months of hire).
- Strong analytical skills and a passion for the markets.
- Adept with spreadsheets, databases, and word processing applications as well as experience with Bloomberg, FactSet, and Morningstar.
- Exceptional oral and written communications skills; strong presentation skills.
- Strong attention to detail and organizational skills with the ability to prioritize and complete multiple tasks; ability to work under strict deadlines and pressure situations; demonstrated time management skills.
- Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis. Ability to thrive in a collaborative environment.
#DI
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.