Institutional Equities Junior Broker

Our New York sales team is seeking an entry level, Institutional Sales Broker who is highly driven and excels at building relationships. This person will work closely with senior brokers in a structured team environment, with a primary focus on research distribution to institutional money managers. In this position, this person will be exposed to a broad array of research and investment banking products which are marketed to the investment management, mutual fund, pension fund and hedge fund community. Following a successful 2-3 year period, the person can expected to have account coverage responsibilities.

As an Institutional Equities Junior Broker, you will:

• Work in a structured team environment, with a primary focus on supporting existing and prospective client relationships by driving greater client interactions and usage of Baird resources (research insights, field trips, conferences, analyst meetings, conference calls, company meetings, etc.).
• Support established institutional brokers on the New York sales team and have project responsibilities.
• Work closely with senior brokers to support research calls to clients and to execute on back-up client coverage when necessary.
• Travel several times per month (after initial training) to client locations in New York area with senior analysts and corporate management teams.
• Compile “Best Idea” research packages to support institutional broker solo travel efforts.
• Participate in daily morning meeting, supporting the sales team with summary points.

What makes this opportunity great:

• Baird connects institutional investors with industry-leading companies across the globe; our focus on delivering unique relationships, resources and sector expertise garnered a No. 1 Greenwich ranking for “access to small-mid-cap companies’ management”
• Fast-paced environment that will enable you to grow as a professional
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership

What we look for:

• Graduate degree in Business or an undergraduate degree in Business plus related work experience, with an emphasis in the functional area of Finance, Accounting or Economics. 0-3 years experience.
• Series 7 and 66 are a plus or will be required within the first six months after start date.
• Strong analytical and sales skills
• Exceptional communication skills – ability to effectively exchange ideas and information or influence others with a high level of professionalism.
• Ability to work independently in a fast-paced team environment with minimal supervision.

Who we are:
For nearly 100 years, Baird has provided high-quality financial advice and services with clients’ best interests in mind. Employee owned and independent, Baird serves individuals, foundations, organizations and municipalities across the country as well as corporations and institutions around the world from more than100 offices in the U.S., Europe and Asia. Baird has more than $200 billion in client assets.

As one of the Fortune 100 Best Companies to Work For since 2004, Baird attracts many of the financial service industry’s leading and most experienced professionals as well as top talent from the nation’s finest universities. From day one, our new associates benefit from collaborative, mentoring relationships, often interacting with senior executives at the companies we cover and getting to know our best institutional clients. The result is a truly enriching experience that provides opportunities to build your existing skills and develop a keen understanding of the industry. Discover a firm with a vested interest in your professional future.