Internship – Baird Trust Equity Research Analyst (Summer 2027)

Baird•Louisville, KY

8d•Onsite

About The Position

Baird Trust’s Investment Management team currently manages over $24 billion in two long-only strategies: Large Cap Equity and Equity Income. The team’s two portfolio managers and one analyst pursue a long-term business owner investment approach with an average holding period of over 10 years for each investment. The team aims to own high-quality, competitively advantaged businesses that are run by talented and honest management teams and that trade at a compelling price. Interns will be expected to be an active participant in a variety of research projects and discussions throughout the summer. They will also have the opportunity to get an inside look into the job of an equity research analyst on Baird Trust’s two proprietary equity strategies. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our downtown Louisville, WI office. We are seeking a student who can start in June 2027.

Requirements

Pursuing a bachelor’s degree in finance, accounting, business or another quantitative discipline, applied investment programs preferred
Anticipated graduation of May 2029
Curiosity and interest in researching and understanding businesses, along with a general appreciation for the stock market and investing
Strong interpersonal communication skills, both oral and written
Demonstrates professionalism, maturity, and sound judgment in all interactions
Strong organizational skills and the ability to work with minimal supervision, yet willingness to take direction
Detail-oriented individual with the ability to handle multiple tasks simultaneously
Advanced computer skills using Microsoft Word, Excel and PowerPoint

Nice To Haves

knowledge of FactSet a plus

Responsibilities

Shadow and participate in various research projects as directed by both analysts and portfolio managers
Research specific stocks and industries based on current portfolio needs
Assist with ongoing research projects which could include investigating companies we own, companies that are on our watch list, or various industries of interest
Use FactSet data and information to supplement or create company and portfolio analysis
Present investment findings to the investment team and discuss the thesis on an idea, ultimately completing a full write-up of a stock and pitching it to the team
Prepare and potentially participate in company and analyst meetings and conference calls