Jobs · Analyst · Wisconsin

Manager of Equity & Fixed Income Research

Baird · Milwaukee, WI · 2 wk ago
HybridAnalyst$125/hrFull-time

About The Role

Baird is seeking an experienced investment professional to serve as Manager of Equity & Fixed Income Research within our Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird’s PWM system and providing investment guidance and support to Baird’s Financial Advisors. This role plays a central part in leading equity research and portfolio management efforts, with additional oversight of fixed income activities within the PWM research platform. This role is designed as a player-coach position, combining hands-on investment responsibility with team leadership, research prioritization, and advisor engagement.

Responsibilities

  • Play a lead role in the portfolio management of two PWM equity portfolios, including security selection, monitoring, and positioning
  • Lead, coach, and develop Associate through Senior Analyst-level talent, providing day-to-day direction, feedback, and mentorship
  • Drive equity research execution, with an emphasis on bottom-up stock selection
  • Partner with PWM Investment Strategist for portfolio-level insights, including macroeconomic views, sector views, and thematic insights
  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Oversight and guidance to fixed income research to ensure balanced, high-quality coverage
  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Oversee and guide fixed income research to ensure balanced, high-quality coverage
  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Formulate and clearly communicate investment views, risks, and portfolio implications
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  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Formulate and clearly communicate investment views, risks, and portfolio implications
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  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Formulate and clearly communicate investment views, risks, and portfolio implications
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  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Formulate and clearly communicate investment views, risks, and portfolio implications
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  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Formulate and clearly communicate investment views, risks, and portfolio implications
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  • Formulate and clearly communicate investment views, risks, and portfolio implications
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  • Formulate and clearly communicate investment views, risks, and portfolio implications
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  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Formulate and clearly

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