About The Role:



Baird is seeking an experienced investment professional to serve as Manager of Equity & Fixed Income Research within our Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird's PWM system and providing investment guidance and support to Baird's Financial Advisors. This role plays a central part in leading equity research and portfolio management efforts, with additional oversight of fixed income activities within the PWM research platform.



This role is designed as a player-coach position, combining hands-on investment responsibility with team leadership, research prioritization, and advisor engagement. The Manager will directly act as co-manager for two PWM Home Office Portfolios, collectively managing over $9B in client assets, and will also be responsible for overseeing two additional PWM Home Office Portfolios with nearly $2B in client assets. The role serves as a primary driver of day-to-day research execution and portfolio decision-making, with significant accountability for research quality, portfolio positioning, and advisor-facing outputs. Hybrid flexibility is offered, though business needs may require managers to maintain a greater in-office presence than analysts.




The Impact You'll Make:

• Play a lead role in the portfolio management of two PWM equity portfolios, including security selection, monitoring, and positioning


• Lead, coach, and develop Associate through Senior Analyst-level talent, providing day-to-day direction, feedback, and mentorship


• Drive equity research execution, with an emphasis on bottom-up stock selection


• Partner with PWM Investment Strategist for portfolio-level insights, including macroeconomic views, sector views, and thematic insights


• Formulate and clearly communicate investment views, risks, and portfolio implications


• Provide oversight and guidance to fixed income research to ensure balanced, high-quality coverage


• Help to shape research priorities and allocate team resources based on market conditions and advisor needs


• Own the quality, accuracy, and integrity of research output and portfolio positioning


• Partner with analysts and PWM Market Strategy to deliver timely, insightful thought pieces across equities and fixed income


• Actively engage with Baird Financial Advisors through calls, presentations, written insights, and branch interactions to deliver research insights, portfolio guidance, and market perspective


• Drive awareness and adoption of four PWM Home Office Portfolios across the Baird branch network


• Serve as a key research contact and thought partner to advisors and internal stakeholders


• Contribute to platform innovation and operational efficiencies through the use of technology, including AI


• Establish clear expectations for research quality, communication, execution, and client service


• Manage hiring, onboarding, development, and performance management, with clear accountability for team execution and day-to-day leadership


• Foster a collaborative, high performance team culture

• Bachelor's degree in finance, economics, or related field; MBA or advanced degree a plus


• 10+ years of investment experience, with strong equity research and portfolio management background, including direct security selection experience


• CFA designation strongly preferred (or meaningful progress toward completion)


• SIE, Series 7, and Series 63 licenses (or ability to obtain within six months)


• Working knowledge of fixed income markets and portfolio implications


• Strong investment judgment, analytical rigor, and high attention to detail


• Experience mentoring or developing junior talent; formal people management experience preferred but not required


• Exceptional written and verbal communication skills; ability to translate complex investment views for advisors; ability to interact with and influence all levels of the organization