Manager of Equity & Fixed Income Research

Baird
Milwaukee
Workplace: HybridFull timeFunction: Research & Scientific (R&D)Experience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Mentorship","Analytical rigor","Communication","Attention to detail"]

Lead equity and portfolio management within the Private Wealth Management (PWM) Research team, serving as a player-coach co-manager for multiple PWM Home Office portfolios with $9B+ in client assets. Drive bottom-up stock selection and daily research execution, coach analysts, and partner with investment strategists to shape macro, sector, and thematic views. Oversee fixed income research coverage and deliver advisor-facing insights using technology, including AI.

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Baird
Baird
2 months ago

Manager of Equity & Fixed Income Research

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Job Summary

Lead equity and portfolio management within the Private Wealth Management (PWM) Research team, serving as a player-coach co-manager for multiple PWM Home Office portfolios with $9B+ in client assets. Drive bottom-up stock selection and daily research execution, coach analysts, and partner with investment strategists to shape macro, sector, and thematic views. Oversee fixed income research coverage and deliver advisor-facing insights using technology, including AI.
Location: Milwaukee
Workplace: Hybrid
Employment Type: Full time
Job Function: Research & Scientific (R&D)
Seniority: Manager level

Key Responsibilities

  • •Play a lead role in portfolio management for 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 a bottom-up stock selection focus.
  • •Formulate and clearly communicate investment views, risks, and portfolio implications, partnering with strategists for macro, sector, and thematic insights.
  • •Oversee fixed income research coverage and engage advisors through calls, presentations, written insights, and branch interactions.

Key Requirements

  • •Bachelor’s degree in finance, economics, or a related field; MBA or advanced degree is a plus.
  • •10+ years of investment experience with strong equity research and portfolio management, including direct security selection.
  • •CFA designation strongly preferred (or meaningful progress toward completion).
  • •SIE, Series 7, and Series 63 licenses (or ability to obtain within six months).
  • •Working knowledge of fixed income markets and portfolio implications.
Experience:10+ yearsInvestmentEquity researchPortfolio management
Education:Bachelor's in finance, economics, or related field
Skills:LeadershipMentorshipAnalytical rigorCommunicationAttention to detail
Licenses:SIESeries 7Series 63
Certifications:CFA
Tech Stack:AI

Company Brief

Baird
Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Milwaukee, United States
Founded: 1919
WebsiteLinkedIn