Internship – Baird Trust Equity Research Analyst (Summer 2026)

About the Role:

Baird Trust’s Investment Management team currently manages over $16.5 billion in two long-only strategies: Large Cap Equity and Equity Income. The team’s 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 active participants 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 Trust’s 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 Milwaukee, WI office. We are seeking a student who can start in June 2026.

The Impact You’ll 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
• Be prepared to 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 we look for:

• Pursuing a bachelor’s degree in finance, accounting, business or another quantitative discipline, applied investment programs preferred
• Anticipated graduation of May 2028
• 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; A high level of professionalism is mandatory
• Strong organizational skills and the ability to work with minimal supervision, yet willingness to take direction; Detail-oriented individual with ability to handle multiple tasks simultaneously
• Advanced computer skills using Microsoft Word, Excel and PowerPoint; Knowledge of FactSet is a plus

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.