Baird jobs in Louisville, KY

About the Role: 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. 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. The Impact You'll Make: 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 You'll Bring to Baird: 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. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) Assist FAs/PWAs/teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

About the Role: We are seeking a highly motivated and experienced Charitable Solutions Officer to join our team. The ideal candidate will be responsible for managing a book of business while providing advanced support to a senior Charitable Solutions Officer. This role requires a background in charitable giving principles, excellent communication skills, and the ability to work collaboratively in a fast-paced environment. This position offers flexibility with a hybrid work setup, with 4 days per week in our Louisville office and 1 day remote. The Impact You'll Make: Develop and implement charitable giving strategies for clients, including family foundations, donor-advised funds, and charitable trusts. Manage and oversee the administration of charitable accounts, ensuring compliance with relevant laws and regulations. Collaborate with clients, attorneys, and financial advisors to develop and execute charitable giving plans. Provide exceptional service to clients, addressing their needs and concerns promptly and professionally. Conduct research and analysis on charitable giving trends and best practices. Prepare and present reports on charitable giving activities and outcomes. Ensure accurate and timely record-keeping and reporting for all charitable giving activities. Assist in the development and implementation of marketing and outreach strategies to promote charitable giving services. Participate in client meetings and presentations to provide expertise on charitable giving strategies. Continuously improve processes and procedures to enhance efficiency and effectiveness. What You'll Bring to Baird: High School diploma required or an equivalent combination of education, training, or experience. Three years minimum experience in either a financial services or non-profit development related industry. Strong knowledge of charitable giving strategies and trust administration. Excellent communication and interpersonal skills. Ability to manage multiple projects and meet deadlines. Proficiency in Microsoft Office Suite and trust administration software. Strong analytical and problem-solving skills. Ability to work independently and as part of a team. Attention to detail and a commitment to quality. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: You'll support the Trust Administration team by organizing estate planning documents, assisting with client strategies, and managing administrative tasks like scheduling, correspondence, and data reporting. Your experience with trust documents, project coordination, and client service will help ensure smooth operations and exceptional support. The Impact You'll Make: Support Trust Administration team in implementing clients' immediate and long-term trust and estate strategies. Assist Trust Administration team with organizing and understanding estate documents and structures (i.e. wills, trusts, powers-of-attorney, health care directives, pre-nuptials, partnership agreements, irrevocable life insurance trusts, etc.). Research, gather, and compile data and information and prepare reports and summaries from a variety of sources. Provide and/or oversee support activities, including answering telephones; resolving problems and inquiries of visitors; review incoming and outgoing correspondence; and following up on departmental commitments. Schedule and coordinate meetings, events and/or travel arrangements. Establish, update, and maintain files, inventories, records and data management systems. Provide flexible, friendly and proactive service to clients. What You'll Bring to Baird: High School Diploma or equivalent. 2-3 experience as a trust associate or administrative assistant in securities-related industry. Familiarity with trust documents and Wills/Codicils used in estate planning; including tax liability reporting concepts, practices and procedures. Experience in project management for both long- and short-term projects. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: Baird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication. The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the Baird PWM Wealth Centers and coordinating with other PWM Wealth Center associates to identify strategic opportunities in Baird's branch network. The Impact You'll Make: Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM's Strategic Priorities. Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches. Operate within the team's client service and wealth management strategy to ensure high quality client service. Engage the client, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities. Deliver the financial plan to clients in partnership with the Financial Advisor/Team. Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts. Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point. Document, follow up, and support the closing of opportunities identified from the financial planning process. Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios. Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized. Performs other duties and special projects as necessary. What You'll Bring to Baird: Must have an undergraduate degree. Must hold SIE, Series 7/66 or Series 7/63/65 licenses. Minimum of two years of investment experience in a client facing role preferred. Excellent presentation skills, strong interpersonal and written communication skills. Proven self-starter, highly motivated, with the ability to work with a team. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What skills would make you a successful BOA? * Analytical Thinking * Attention to Detail * Adaptability * Conversational Skills * Digital Tool Utilization * Team Collaboration Role Requirements * Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. * Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. * Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. * Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

About the Role: Baird's Corporate Real Estate & Workplace Solutions (CREW) department represents one of the largest investments for the firm. They manage all physical aspects of the workspace, manage operations and leasing and support the firm's growth across 200+ locations. They create engaging and inviting workplace experiences for all associates, and their mission is to strive to evolve the workplace by driving innovation and strategic decision-making all while reflecting Baird's culture and brand. CREW includes Project Management, Workplace Solutions, Finance and Lease Administration and Transaction Management. This intern will collaborate with each team, gain insight into the work they do and contribute to real projects. This internship requires working full time during the summer, 37.5-40 hours per week, in a hybrid schedule, working two days per week in our downtown Milwaukee, WI office or our downtown Louisville, KY office and three days remote. We are seeking a local student who can start in May 2026. The Impact You'll Make: * Participate in the overall project process and gain visibility to facilities management and construction within Corporate Real Estate practices from concept to execution * Take an active role in space management and floor plan maintenance to ensure accuracy and consistency * Support various processes and projects for each team such as closeout processes, documentation processes, operating expenses, transaction management processes, workplace maintenance orders, etc. * Gain an understanding of how Corporate Real Estate affects Baird What You'll Bring to Baird: * Pursuing an associate's or bachelor's degree in construction management, project management, business or related degree * Anticipated graduation date of May 2027 or later * Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates * Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery * High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively * Collaborative mindset that values teamwork, diverse perspectives and building meaningful relationships * Advanced knowledge of Microsoft Office products * Power BI experience is a plus * AutoCAD experience is a plus About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: IT has a track record of success with interns across their various teams, all who have the ability to directly contribute to the success of the department. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships. We look for highly motivated individuals who are proactive, eager to learn and ready to contribute. The Baird IT Client Services team provides technical services and support to Baird associates across the country. This fun, energetic team works in a complex technical environment of over 500 different software applications, which allows team members to constantly learn and grow. Service Desk interns will provide outstanding service to our clients to resolve their technology needs and assist with technical project planning for hardware and software upgrades and related projects. This is a hybrid internship, working Tuesday, Wednesday and Thursday in our downtown Louisville, KY office and Monday and Friday remote. The intern must be able to work full time during the summer, 37.5-40 hours per week, and work part time during the school semesters, 15-20 hours per week. We are seeking a local student who can start in May 2026. The Impact You'll Make: Provide strong client service using a combination of effective communication and troubleshooting skills to resolve client issues and fulfill requests, both over the phone and desk side Utilize knowledge management system when troubleshooting client issues Document, track and monitor client incidents and requests in ticketing system to ensure timely and accurate resolution Provide technical support for all corporate hardware and software, including remote support and offsite IT support (branch/conference activity) Experience Baird's collaborative culture that values diverse backgrounds and perspectives through teamwork and a strong sense of partnership by shadowing and mentorship from experienced team members and leaders What You'll Bring to Baird: Pursuing an associate's or bachelor's degree in information technology management, information systems, computer science, MIS or related degree Anticipated graduation date of May 2027 or later Technical knowledge of Windows Vista/7, Microsoft Office 2007/2010. Possess basic technical skills with prior troubleshooting hardware and software support experience Previous experience installing or assembling computers is preferred Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates and communicate technical information to both technical and non-technical personnel Professional, calm and courteous with a focus on providing excellent client service Possesses a natural curiosity in understanding the application of technology to solve business problems Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: At Baird Trust, our Estate Settlement Professionals play a vital role in guiding families through one of life's most challenging transitions. We manage every aspect of settling a decedent's personal and financial affairs-from collecting and safeguarding assets to paying estate expenses, filing tax returns, and distributing assets in accordance with the estate plan. Our team also serves as a central point of coordination among beneficiaries and the decedent's financial, legal, and tax advisors. Throughout the process, we prioritize clear, transparent communication to ensure clients and beneficiaries feel informed and supported every step of the way. The Impact You'll Make: Manages a book of client accounts including investment agent accounts, irrevocable trusts, IRAs, estate, administrative trust, and other account types, providing high quality estate and trust administration and service for high-net-worth clients. Leads client meetings and travels within a multi-state region. Knowledge of: tax filing for estates/trusts, recipient records, gifting of cash/securities, meeting material preparation, distribution processing (wires, checks, ACH), bill payment, records management, and assisting with online access. Intermediate knowledge of: asset transfers, account opening/closing, special assets, discretionary distributions, annual reviews. Participates in projects and/or provides oversight of new initiatives, systems, products/services and processes. Prompt attention to open items and tasks to be performed. Gather and utilize appropriate information and take urgent action in correcting problems and concerns. Schedules appointments, maintains calendar, and schedules and coordinates meetings, events and/or travel arrangements. Establishes, updates, and maintains files, and implements and maintains data management systems, as required. Secure and manage real and personal property assets of estates and/or trusts. Collaborate with attorneys, accountants, appraisers, realtors and other professionals. Assist in the preparation and review of federal and state estate and inheritance tax returns, gift tax returns, personal income tax returns, and fiduciary income tax returns. What You'll Bring to Baird: Extensive expertise in trust administration and estate settlement, with practical experience working with trust documents, Wills, Codicils, and advanced trust accounting systems such as TrustDesk (preferred). Proficient in efficient file management and highly skilled in the Microsoft Office Suite. Demonstrated ability to consistently deliver outstanding client service and effectively utilize office technology and software for communication, organization, and collaboration. Strong customer care focus, with strengths in building positive relationships, creative problem-solving, and excelling in both planning and administrative tasks. Clear and articulate communicator-both written and verbal-capable of preparing impactful reports and correspondence for colleagues, clients, service providers, and families. Sharp analytical and research skills enable swift and accurate resolution of questions. Exceptional organizational abilities and time management skills support effective prioritization and consistent deadline achievement. Collaborative team player who drives shared goals and fosters a supportive work environment. Ensures all activities comply with legal, regulatory, and company standards, while handling data and numbers with precision. Educational/Previous Experience: High School diploma required. Paralegal or Post-secondary degree preferred. 5-7 years minimum experience in estate and/or trust administration. Licenses/Certifications: CTFA or JD a plus #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: Baird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication. The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the Baird PWM Wealth Centers and coordinating with other PWM Wealth Center associates to identify strategic opportunities in Baird's branch network. The Impact You'll Make: Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM's Strategic Priorities. Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches. Operate within the team's client service and wealth management strategy to ensure high quality client service. Engage the client, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities. Deliver the financial plan to clients in partnership with the Financial Advisor/Team. Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts. Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point. Document, follow up, and support the closing of opportunities identified from the financial planning process. Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios. Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized. Performs other duties and special projects as necessary. What You'll Bring to Baird: Must have an undergraduate degree. Must hold SIE, Series 7/66 or Series 7/63/65 licenses. Minimum of two years of investment experience in a client facing role preferred. Excellent presentation skills, strong interpersonal and written communication skills. Proven self-starter, highly motivated, with the ability to work with a team. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Louisville East, KY office. We are seeking a student who can start in May 2026. The Impact You'll Make: Support various projects from Financial Advisors (i.e. review reports and conduct research) Prepare for client meetings and presentations Assist with financial planning and market research Handle admin tasks, calls and basic client questions Contribute to branch marketing initiatives Process paperwork and documents Perform other duties and project support as needed What You'll Bring to Baird: Pursuing a bachelor's degree in finance, business or related degree preferred Anticipated graduation date of December 2026 or later Interest in financial services and developing a career in private wealth management Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively Prior experience in an office setting is preferred About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . #LI-CH1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Responsibilities • Carry out standard client service activities and handle simple client inquiries. • Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently. • Greet clients (on incoming calls or in store) and engage them in conversation to build rapport. • Assess compliance with established standards and protocols for parts of routine inquiries. • Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. Skills • Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences. • Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. • Deliver required services to clients to the required standards. • Communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs. Education High School (HS) (Required) Work Experience General Experience - 0 to 3 months Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AC1

About the Role: 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. 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. The Impact You'll Make: * 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 You'll Bring to Baird: * 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. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: In this role, you will support high-net-worth clients and senior Trust Officers at Baird Trust by managing a book of business, ensuring the highest standard of service, and facilitating collaboration across functional areas. This position offers flexibility with 4 days per week in our downtown Louisville office and 1 day remote. The Impact You'll Make: Administer a portfolio of client accounts, providing comprehensive trust management and exceptional service. Assist senior Trust Officers in managing complex accounts and addressing sophisticated client requirements. Prepare materials for client meetings and support the execution of account transactions, distributions, and gifting processes. Maintain meticulous records and assist clients in accessing online account resources. Coordinate meetings, appointments, and travel logistics with precision. Contribute to special projects, new initiatives, and continuous process improvements within the department. Identify technical issues and communicate appropriately, referring clients to subject matter experts as needed. What You'll Bring to Baird: High school diploma required; post-secondary degree strongly preferred. A minimum of three years' experience in banking, finance, or a related securities industry preferred. Proficiency in trust administration, estate settlement, and pertinent systems preferred (TrustDesk experience considered an asset). Demonstrated excellence in client service, communication, organization, and problem-solving. Capacity to collaborate effectively, manage confidential information, and handle large volumes of data with accuracy and efficiency. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 241 Wyandotte Ave, Corydon, IN This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. **If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. **Role Summary:** As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide support network that extends from your branch office to your region to the home office + You'll often work independently but will have a team of thousands backing you every step of the way **Can you see yourself...** + Delivering exceptional personalized service to ensure clients feel understood and informed + Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year + Actively listen for situations in the clients' lives that may indicate a need for additional services + Driving marketing activities such as planning and executing events **You can also expect...** + A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions + An inclusive environment where everyone's different viewpoints are valued and help to achieve results. + We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. + The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. **Hiring Minimum:** $21.38 **Hiring Maximum:** $22.71 Read More About Job Overview **Skills/Requirements** **What skills would make you a successful BOA?** + Analytical Thinking + Attention to Detail + Adaptability + Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. + **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. + **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

About the Role: Our Public Finance team provides underwriting, advisory, placement agent and consulting services to support the financing needs of municipalities, public/private schools, charter schools, states and government agencies, as well as nonprofits, developers and institutions of higher learning. The Public Finance intern will learn about Baird's Public Finance team and how they partner with their clients. They will also obtain first-hand experience by working closely with Public Finance Bankers. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our downtown Louisville, KY office. We are seeking a student who can start in May 2026. The Impact You'll Make: Actively participate as a member of the team and fully engage in meaningful tasks and projects Complete market research and study economic trends Collect and compile financial and operating data for clients Learn about and support the deal process while ensuring compliance with industry rules and regulations Gain knowledge of Public Finance and how to structure debt and perform credit analysis Maintain up to date client debt profiles Proofread and edit written material for correct grammar, spelling, punctuation and content Answer incoming calls and inquiries and provide information or route calls to the appropriate team member Attend client-facing engagements with Public Finance Bankers What You'll Bring to Baird: Pursuing a bachelor's degree in finance or related degree Anticipated graduation date of December 2026 or later Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively Advanced knowledge of Microsoft Office products Prior internship or experience in an office setting is preferred About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the role: Are you looking to grow your career in a role that blends client service, financial expertise, and teamwork? This position gives you the chance to work with a variety of client accounts-like trusts, estates, IRAs, and investment agent accounts. You'll team up with colleagues and partners to create personalized solutions, help lead client meetings, and stay ahead of client needs. You'll also get hands-on experience managing account activities, supporting tax filings, and helping with key projects and process improvements. It's a great opportunity to build your skills and make a real impact. This role will be on-site in Louisville or Cincinnati, in office 4 days per week and 1 day remote per week. This role involves travel that may extend up to five consecutive days. The Impact You'll Make: Manage a portfolio of client accounts, including trusts, estates, IRAs, and investment agent accounts. Provide high-quality estate and trust administration for high-net-worth clients. Collaborate with internal and external partners to deliver customized solutions. Lead client meetings and proactively address client needs. Oversee account activities, including openings, closings, distributions and asset transfers. Secure and manage real and personal property assets within estates and trusts. Assist in the preparation of tax returns and fiduciary fillings. Support key projects and process improvements. Ability to travel for up 5 consecutive days is a must. What You'll Bring to Baird: High School diploma required with a minimum of three years' experience in trust and estate administration Post-secondary degree preferred or equivalent combination of education and experience will also be considered Familiarity with trust documents, wills, codicils, and tax filing requirements for estates and trusts. Proficiency with trust accounting systems (TrustDesk preferred) Proficiency with EstateWorks or similar estate settlement software preferred High school diploma required; Post-secondary degree preferred. Paralegal or JD is a plus. CTFA preferred. #LI-AK1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: 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. 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. The Impact You'll Make: 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 You'll Bring to Baird: 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. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.