Internship – Baird Trust Equity Research Analyst (Summer 2027)

Baird Trust Company is seeking a summer intern to support its Investment Management team and gain exposure to proprietary long-only equity strategies. The intern will conduct stock and industry research, analyze companies and portfolios using FactSet, present investment findings, and assist with company and analyst meetings.

What you'll do:

• 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 they're looking for:

• 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
• * Pursuing a bachelor's degree in finance, accounting, business or another quantitative discipline
• * 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
• Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status
• Applied investment programs preferred

Benefits:

• Real-world experience through hands-on projects
• Mentorship
• Dynamic events
• Intern Welcome
• Baird Gives Back Day
• Firmwide networking
• Professional development