Internship – Baird Trust Equity Research Analyst (Summer 2027)

About the Role:

Baird Trusts Investment Management team currently manages over $24 billion in two long-only strategies: Large Cap Equity and Equity Income. The teams two portfolio managers and one analyst pursue a long-term business owner investment approach with an average holding period of over 10 years for each investment. The team aims to own high-quality competitively advantaged businesses that are run by talented and honest management teams and that trade at a compelling price. Interns will be expected to be an active participant in a variety of research projects and discussions throughout the summer. They will also have the opportunity to get an inside look into the job of an equity research analyst on Baird Trusts two proprietary equity strategies. Learn more about the team here.

This internship requires working full time during the summer 37.5-40 hours per week Monday-Friday in our downtown Louisville WI office. We are seeking a student who can start in June 2027.

The Impact Youll Make:

• Shadow and participate in various research projects as directed by both analysts and portfolio managers
• Research specific stocks and industries based on current portfolio needs
• Assist with ongoing research projects which could include investigating companies we own companies that are on our watch list or various industries of interest
• Use FactSet data and information to supplement or create company and portfolio analysis
• Present investment findings to the investment team and discuss the thesis on an idea ultimately completing a full write-up of a stock and pitching it to the team
• Prepare and potentially participate in company and analyst meetings and conference calls

What Youll Bring to Baird:

• Pursuing a bachelors degree in finance accounting business or another quantitative discipline applied investment programs preferred
• Anticipated graduation of May 2029
• Curiosity and interest in researching and understanding businesses along with a general appreciation for the stock market and investing
• Strong interpersonal communication skills both oral and written
• Demonstrates professionalism maturity and sound judgment in all interactions
• Strong organizational skills and the ability to work with minimal supervision yet willingness to take direction
• Detail-oriented individual with the ability to handle multiple tasks simultaneously
• Advanced computer skills using Microsoft Word Excel and PowerPoint; knowledge of FactSet a plus

About Our Intern Program:

Jumpstart your career with Bairds high-impact summer intern program! Youll gain real-world experience connect with inspiring leaders and grow through hands-on projects mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development youll be part of a vibrant collaborative culture that values your voice and fuels your future.

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.