Baird’s Institutional Equites & Research group includes professionals in research, institutional sales and trading. Baird delivers high-quality, objective research in the sectors our clients seek timely, actionable insights. Our dedicated and tenured analyst, sales, and trading teams provide comprehensive, award winning research coverage and client service of over 700 stocks, including long standing partnerships with corporate management teams and institutional money managers.

As a Business Analyst Assistant for Institutional Equities, you will:

Develop an extensive understanding of client data and resources to utilize across the department

Gather and analyze data to drive business opportunities

Influence collaborators to support business projects

Work with Excel, PowerBI and SQL to create and maintain reports for leadership, including visuals to present information efficiency

Accurately complete monthly reporting for client resource usage.

Drive data integrity of CRM system. Ensure client records are maintained and accurate through data checks.

Identify automation opportunities

Create and enforce best practices for process efficiency.

Administrative support for the department, including office/facility logistics and communication.

Develop and grow relationships with associates across the department including Sales, Trading, Research, Corporate Access, Conference Services, Equity Capital Markets Desk

What makes this opportunity great:

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

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

Always promoting excellent client relationships.

What we look for:

Bachelor’s degree preferred with a degree and a minimum of 1-3 years’ experience working in a business analyst role. SIE, Series 7 and 63 are a plus within first few years.

Strong interest in data manipulation and problem solving

Ability to multitask – is consistent, dependable and accurate. Ability to prioritize daily workflow to effectively meet deadlines.

Exceptional communication skills - ability to effectively exchange ideas and information or influence others with a high level of professionalism.

Must be detail oriented and recognize errors in numbers, spelling, grammar and punctuation. Must demonstrate good follow-through skills to ensure a successful end result.

Strong team player mentality- willing to pitch in and help other team members and leaders as necessary.  Flexible and highly adaptable.

Ability to tolerate peak workloads and maintain flexibility and composure in a high volume, high-intensity environment.

Ability to work independently in a fast-paced team environment with minimal supervision.

Excellent PC skills –Advanced knowledge of Excel. Experience utilizing pivot tables, PowerBI and SQL are helpful.

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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. .