Research

It’s the job of Baird’s award-winning Equity Research team to know more than 700 publicly traded U.S. companies frontward and backward – all in the pursuit of providing insight to institutional investors.

In total, more than 40 different industry teams cover publicly traded companies in six industry sectors:

  • Consumer & Retail
  • Energy
  • Financial & Real Estate
  • Healthcare & Life Sciences
  • Industrial
  • Technology & Services

With analysts located across the U.S. – from New York to San Francisco – and clients all over the United States, Europe, Asia and beyond, our research truly has a worldwide appeal.  As competitors have scaled back their research functions, Baird’s Equity Research has grown steadily.

Working on a small team of two or three individuals, you’ll cover 15 to 25 stocks, acting as a financial modeler and an expert at strategy and positioning.  You’ll generate research for Baird clients, and meet with pension fund managers, mutual fund managers, hedge fund managers, and the senior leadership – CFOs and CEOs – of the companies you cover. 

You’ll also be at the center of Baird’s major annual investor conferences, including Business Solutions and Health Care Conferences in New York and Growth Stock and Industrial Conferences in Chicago.

And you’ll work with the larger Baird team, supporting Research needs in Institutional Sales & Trading Investment Banking and Private Equity. 

Baird hires high-performing individuals who participate in a very meaningful way.  Our results prove the quality of the individuals we hire.  Our Research team has been repeatedly recognized as “most trusted research” with top rankings in four of the five subcategories including our 11th year of #1 “Most Trusted.” (April 2014)1.

So, no matter if you’re a seasoned Equity Research professional or just starting out in your career – at Baird, you’ll have opportunities for development, to come in, learn the ropes and make your mark on a team with a strong track record of organic growth and a winning reputation.

1Greenwich Associates U.S. Equity Investors – Small/Mid-Cap Funds, 2004–2014. Surveys conducted with U.S. small-cap and mid-cap fund managers. Rankings for qualitative metrics are based on leading research firms in survey.

Research Analyst icon: 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.

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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
      View Baird's Research Coverage
    Equity Research Coverage
  • 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

Interview Process

First round interviews consist of interviews with one to two Analysts and are generally 20-30 minutes each. Interviews occur either in person or over the phone.

“Super Friday” interviews consist of six, 30-minute interviews with various members of the Equity Research team. Interviews are held in our Milwaukee office.

Offers are made within a couple weeks of the Super Friday interviews.

View current openings.

View current openings