Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

Join our growing firm as part of our Equity Research team as an Equity Research Coordinator!   This is your opportunity to work with a team that has a longstanding reputation for providing top-rated equity research, as noted by Greenwich Associates.  In this role, you will provide entry level support to specific research analyst teams that cover a variety of industries, making each day unique and exciting!  Duties are varied and are moderately complex and of a confidential nature. This is a very fast-paced position with last minute deadlines in which you will need to think proactively and prioritize. The work day is 7.5 hours but may require overtime during our peak times. This fast-paced environment is perfect for a high energy, detail oriented, and organized professional.

As an Equity Research Coordinator, you will:

  • Proactively maintains calendar appointments, conference schedules and meetings for several research teams. Coordinates and organizes travel and accommodation arrangements, prepares itineraries and coordinates with teams to keep all parties informed of upcoming events, schedule changes, etc.

  • Update marketing pitch books – understands deadlines and the importance of timely completion.

  • Generates and completes expense reports for analysts.

  • Must be able to handle heavy workload for a number of Research Analysts simultaneously and prioritize assignments accordingly.

  • Proofreads and updates research reports for correct grammar, spelling, punctuation, and Excel data prior to publication.  Formats and distributes research publications and posts to our internal website.

  • Answers and/or initiates telephone calls; answers inquiries requiring knowledge of the Research department's overall function.

  • Coordinates and administers ad hoc and recurrent projects based on team need using appropriate applications and systems.  Autonomous project initiatives, relative to analyst needs, encouraged.

  • Able to navigate, update, and maintain various analytical projects and databases as needed.

  • Works with support staff to complete various departmental initiatives, as needed.

  • Maintains coverage lists and spreadsheet downloads from various software services.

  • Ability to grow and develop role with teams as needed.

What makes this opportunity great:

  • Join a dedicated team that provides top-rated equity research in our industry

  • Compelling careers working side-by-side with the best in the business

  • Ability to work with a variety of teams and leaders, proving your ability to be flexible and high adaptable

  • Fast paced environment that will enable you to grow as a professional

  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership

What we look for:

  • Bachelor’s degree and/or 2-5 years of experience in the performance of complex administrative/office support functions.

  • Strong PC skills with demonstrated knowledge and application of word processing and spreadsheet packages; extremely proficient with Microsoft Office; strong Excel skills.

  • Professional and courteous, with a concern for maintaining a high level of customer satisfaction.

  • Excellent interpersonal skills; ability to effectively communicate with associates at all levels, both verbally and in writing. 

  • Strong organizational skills with a sense of urgency -- ability to prioritize daily workflow to effectively organize tasks to achieve specific goals.

  • Ability to handle a large volume of administrative detail with accuracy and reliability.

  • Detail oriented - recognize errors in numbers, spelling, and punctuation.

  • Ability to work independently in a fast-paced team environment with only general supervision.


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