Fixed Income Research Analyst

Baird • Milwaukee, WI

1d • Hybrid

About The Position

We are seeking a Fixed Income Analyst to work with Baird Financial Advisors to find attractive fixed income investment opportunities for our clients. This includes knowledge of all traditional Fixed Income products, including: municipal bonds, corporate bonds, CDs, Agencies, etc. This person will also work closely with Fixed Income trading to identify available inventory to execute Fixed Income recommendations. Some of the day-to-day responsibilities will involve writing a daily fixed income morning update email (6:30am CT start time) to keep FAs apprised of relevant fixed income and economic data. Responsibilities also include working with FAs on account reviews, constructing portfolios or new money proposals (e.g., bond ladders), and handling incoming phone calls/requests to the Fixed Income Research area. Work from Baird's global headquarters in Milwaukee, WI with hybrid flexiblity. The Impact You'll Make: Support Baird Financial Advisors in facilitating their Fixed Income business. This includes, but is not limited to, handling day-to-day questions, researching specific credits, and researching event-driven fixed income topics. Work closely with Senior Fixed Income Analyst(s) in writing regular comments on fixed income markets. Performing account reviews and developing portfolio proposals, including researching specific credits as needed. Work from Baird's global headquarters in Milwaukee, WI 3 days/week with hybrid flexiblity. Travel to Chicago once per month to meet as a broader Fixed Income team. Performs other duties as assigned.

Requirements

• Bachelor’s degree in finance, accounting, business, or other related field.
• 3-5 years of Fixed Income credit experience or completion of an applied securities analysis program in lieu of experience.
• Excellent analytical, written, and verbal communication skills.
• Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis.
• Experience with Bloomberg.
• Series 7 and 63 (or must be willing to obtain within six months of hire)

Nice To Haves

• Experience with Bond Works preferred.
• CFA (current or pursuing) preferred.

Responsibilities

• Support Baird Financial Advisors in facilitating their Fixed Income business.
• Handling day-to-day questions, researching specific credits, and researching event-driven fixed income topics.
• Work closely with Senior Fixed Income Analyst(s) in writing regular comments on fixed income markets.
• Performing account reviews and developing portfolio proposals, including researching specific credits as needed.
• Travel to Chicago once per month to meet as a broader Fixed Income team.
• Writing a daily fixed income morning update email (6:30am CT start time) to keep FAs apprised of relevant fixed income and economic data.
• Handling incoming phone calls/requests to the Fixed Income Research area.
• Constructing portfolios or new money proposals (e.g., bond ladders).
• Performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level