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.

We are seeking a client service individual who is highly driven and successful at managing multiple priorities. An Institutional Equities Coordinator works within the sales team to provide a high level of client service and support while influencing and coordinating client interactions and managing the completion of that activity. Individuals with a desire to work in a face-paced and team-oriented environment will thrive.

As an Institutional Equities Coordinator, you may:

Drive client engagement and participation to client meetings in partnership with sales team (NDRs, conferences, field trips, company visits, dinners, etc.).

Lead the client marketing process from start to finish, including client outreach, meeting confirmation, obtain client feedback, and client recap.

Manage the complete client resource report process from start to finish, ensuring accurate data presentable for client review.

Respond promptly and accurately to client needs, directly communicating with clients to assist sales as needed.

Build relationships with external client and their support teams, including in-person and phone, email.

Manage a dynamic sales team calendar: client outreach, marketing meetings, track travel, internal meetings, and special events to ensure proper coverage and execution of all meetings.

Prepare client materials, compile research notes, record portfolio holdings, etc. to help sales focus on client needs.

Develop and maintain relationships with associates in Corporate Access, Conference Services, Trading, Research, Equity Capital Markets, and the client service team.

Manage scheduling and logistics for full days of meetings with Baird clients.  Includes preparing detailed itineraries, arranging flights, hotels, catering, group events, car service, A/V, etc. for several days per week. 

Work with sales brokers to enhance the institutional CRM system, updating client records using a variety of tools to improve accuracy.  

Perform Word and Excel functions of moderate complexity.  

Answer multiple phone lines and/or initiate calls for clients, providing information or referring callers to the proper team and answering inquiries requiring a knowledge of the department’s overall functions.

Process expense reports, checking for accuracy and appropriate receipts to ensure prompt payment.   

What makes this opportunity great:

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 highly adaptable.

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 and a minimum of 1-5 years of experience performing support functions. Industry experience helpful. Series 7 and 66/63 are supported and encouraged.

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

Commitment to providing exceptional client service internally and externally.

Ability to solve problems and prioritize workflow quickly and efficiently.

Strong relationship skills with ability to positively impact current relationships

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

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 team members and leaders as necessary.  Flexible and highly adaptable.

Ability to tolerate peak workloads, to deal with constant interruptions and to 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 Microsoft Word, Excel and PowerPoint. Experience utilizing pivot tables strongly preferred.

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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. .