Equity Research Analyst

Robert W. Baird & Co. IncorporatedMilwaukee, WI
61dOnsite

About The Position

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.

Requirements

  • 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
  • Must be willing to work in Milwaukee location

Nice To Haves

  • Research Analysts are strongly encouraged to pursue the Chartered Financial Analyst (CFA) designation

Responsibilities

  • 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)

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Management of Companies and Enterprises

Number of Employees

5,001-10,000 employees

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