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About the Role

Join Baird Strategas as an Investment Research Analyst, where you will build foundational investment expertise while supporting the evaluation and monitoring of investment managers and strategies. You will partner closely with senior analysts and portfolio managers to research markets, analyze data, and contribute to insights that inform client portfolios. This position is designed for early-career professionals who are intellectually curious, detail-oriented, and motivated to grow within financial services.

Responsibilities

Conduct research on investment managers, funds, and market trends to support due diligence efforts
Gather, organize, and analyze quantitative and qualitative data for investment evaluation
Assist in preparing research reports, investment summaries, and presentation materials
Update and maintain research databases, performance metrics, and tracking tools
Support senior team members in monitoring portfolio holdings and manager performance
Contribute to periodic reporting and commentary used by internal stakeholders and advisors
Perform industry and competitive analysis to identify emerging investment themes
Assist in coordinating due diligence activities such as calls, meetings, and documentation
Ensure accuracy and consistency of data used in investment decision-making
Collaborate with team members to improve research processes and workflows

Requirements

Bachelor’s degree in Finance, Economics, Business, or related field, or equivalent combination of education and experience
0–2 years of relevant experience (internship or full-time) in investment research, finance, or related field
Demonstrated interest in financial markets and investment strategies

Skills

Strong analytical and problem-solving skills with attention to detail
Ability to collect, organize, and interpret financial data
Proficiency in Microsoft Excel and PowerPoint
Familiarity with financial tools/databases preferred
Effective written and verbal communication skills
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Strong organizational skills and commitment to data accuracy
Collaborative mindset with willingness to learn and take direction
Progress toward or interest in pursuing CFA or other relevant designation preferred
Familiarity with data visualization tools (Power BI, Tableau) or basic modeling concepts is a plus

Location

New York
Washington D.C.

Work Type

Full-time

Experience Level

0-2 years

Education Level

Bachelor's degree in Finance, Economics, Business, or related field, or equivalent combination of education and experience

Salary/Compensations

$75,000 base annual salary
Discretionary Bonus potential

Benefits

Total Rewards

About the Company

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.
At Baird Strategas LLC and Strategas Asset Management, LLC, we believe every associate matters. We’re committed to providing an environment of trust, respect, and teamwork, where you partner with the best in the industry and thrive.
We are passionate about how we achieve great outcomes together for our clients, communities and each other.
Baird Strategas LLC is an institutional brokerage firm serving clients in more than twenty countries around the world.
Founded in 2006 by Jason DeSena Trennert, Nicholas Bohnsack, and Don Rissmiller, the Firm provides Macro Research services to institutional managers and through its affiliate Strategas Asset Management, manages a suite of macro thematic investment strategies by institutional mandate and for ultra and high-net-worth investors.
Since 2018, we have operated as an independent, wholly owned subsidiary of Baird.
We are committed to providing superior service in the old Wall Street tradition.
Our motto – bonitas, probitas, fides (class, integrity, faith) – guides both the management of our Firm and our commitment to our clients.
The Firm has 50 research analysts, institutional salespeople and sales traders working from offices in New York and Washington D.C.

Equal Opportunity

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.