Internship - Equity Asset Management Research Analyst, Growth Team (Summer 2027)

Baird
Milwaukee
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantEducation: bachelorsSkills: ["Communication","Professionalism","Organizational skills","Detail-oriented","Ability to work independently"]

Join Baird’s Equity Asset Management Growth team to support research across two long-only strategies focused on mid-cap and small/mid-cap growth companies. You’ll shadow research projects, analyze stocks and industries using FactSet or Bloomberg, and help build company/portfolio insights. The summer includes presenting investment findings to the investment team and contributing to thesis discussions, meetings, and calls while learning the buyside research process.

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Baird
Baird
4 days ago

Internship - Equity Asset Management Research Analyst, Growth Team (Summer 2027)

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Job Summary

Join Baird’s Equity Asset Management Growth team to support research across two long-only strategies focused on mid-cap and small/mid-cap growth companies. You’ll shadow research projects, analyze stocks and industries using FactSet or Bloomberg, and help build company/portfolio insights. The summer includes presenting investment findings to the investment team and contributing to thesis discussions, meetings, and calls while learning the buyside research process.
Location: Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Intern level

Key Responsibilities

  • •Shadow and participate in research projects as directed by analysts and portfolio managers.
  • •Research specific stocks and industries aligned to current portfolio needs.
  • •Use FactSet or Bloomberg to supplement or create company and portfolio analysis.
  • •Present investment findings to the investment team and discuss stock pitches, including potential full write-ups using PRIME.
  • •Prepare and potentially participate in company and analyst meetings and conference calls.

Key Requirements

  • •Pursuing a bachelor’s degree in finance, accounting, business, or another quantitative discipline; applied investment programs preferred.
  • •Anticipated graduation date of May 2028 and minimum GPA of 3.5 or higher.
  • •Curiosity about researching businesses and an appreciation for the stock market and investing.
  • •Strong interpersonal communication skills (oral and written) with a high level of professionalism.
  • •Knowledge of FactSet or Bloomberg is a plus.
Education:Bachelor's in finance, accounting, business, or another quantitative discipline
Skills:CommunicationProfessionalismOrganizational skillsDetail-orientedAbility to work independently
Tech Stack:FactSetBloomberg

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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