Equity Analyst- Baird Trust

Louisville, KY
Posted on  

Job Description

The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals.

Baird is seeking an Equity Research Analyst for our Baird Trust Investment Management team. This team runs two equity strategies – Large Cap Equity and Equity Income – with over $13.5 billion in assets under management (AUM) as of 12/31/2024. Our Large Cap Equity investment strategy has a 30+ year track record and is the flagship equity offering of Baird Trust. The Baird Trust Investment Management team currently consists of three members (two Portfolio Managers and an Equity Research Analyst), providing opportunity for immediate impact on our tight-knit team.


As an Equity Analyst in Baird Trust, you will:
  • Fundamental Research:
    Conduct in-depth quantitative and qualitative investment research on U.S.-listed companies across all sectors from the perspective of a long-term business owner. This includes maintaining coverage of current holdings, sourcing new ideas, conducting company calls/channel checks, and distilling large volumes of information into concise, strategic recommendations.
  • Collaboration & debate:
    Discuss and debate investment theses, position sizing, risk/return and portfolio fit with the team in daily/weekly huddles; update investment theses as facts change.
  • Client Communication:
    Present research and portfolio updates in weekly investment meetings with client-facing Portfolio Managers.
  • Strategic projects:
    Lead ad-hoc projects – e.g. evaluating new data sources or automating research workflows – to scale a fast-growing investment franchise.

What makes this opportunity great:
  • Ability to make an immediate impact through excellent and well researched company analysis.
  • Singular focus on making great investment decisions across any sector under an already defined and proven investment philosophy and process.
  • Unique culture that values curiosity and independent thinking.
  • Become an integral part of a small, tight-knit, successful investment team with a long runway for growth and development over the course of your career with Baird Trust.

What we are looking for:
  • Bachelor’s degree in finance, accounting, economics, engineering, math, physics, chemistry or another quantitative discipline.
  • A minimum of 3 years of investment industry experience, with a preference for candidates with an equity research background.
  • Progress toward CFA preferred.
  • Demonstrated intellectual curiosity – wide-ranging reading of business and industry trends, academic research and thought leadership – and an ability to synthesize complex information into clear, actionable insights.
  • Fluency in financial statement analysis.
  • Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis.
  • Ability to thrive in a collaborative environment.
  • Exceptional oral and written communications skills; ability to communicate with all levels of management; strong presentation skills.
  • Adept with spreadsheets, databases, and word processing applications.

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

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