Equity Research Coordinator
Robert W. Baird - Milwaukee, WI4.0
5 hours agoFull-timeEstimated: $46,000 - $67,000 a year
* Bachelor's Degree
* Word Processing
* Organizational Skills
* Administrative Experience
* Microsoft Office
We have an excellent opportunity for someone to join our Equity Research team as an Equity Research Coordinator! In this role, you will provide support to specific research analyst teams. Duties are varied and are moderately complex and of a confidential nature. This is a very fast-paced position with last minute deadlines so applicants need to be able to be flexible, think proactively, and prioritize. Strong Excel skills are necessary for this position. We have a 7.5 hour work day, but may require overtime during our peak business times. This fast-paced environment is perfect for a high energy, detail oriented, organized professional.
As an Equity Research Coordinator, you will:
Proactively maintains calendar appointments, conference schedules and meetings for several research teams. Coordinates and organizes travel and accommodation arrangements, prepares itineraries and coordinates with teams to keep all parties informed of upcoming events, schedule changes, etc.
Creates and updates marketing pitch books understands deadlines and the importance of timely completion.
Proactively generates and completes expense reports for analysts.
Formats research publications and posts to our internal website. Proofreads and corrects material for correct grammar, spelling, and punctuation.
Answers and/or initiates telephone calls; answers inquiries requiring knowledge of the Research department's overall function.
Coordinates and administers ad hoc projects based on team need using appropriate applications and systems.
Able to navigate, update, and maintain various analytical projects and databases as needed.
Works with support staff to complete various departmental initiatives, as needed.
Maintains coverage lists and spreadsheet downloads from various software services.
Must be able to handle heavy workload for a number of Research Analysts simultaneously and prioritize assignments accordingly.
Ability to grow and develop role with teams as needed.
Performs other duties as assigned.
What makes this opportunity great:
Compelling careers working side-by-side with the best in the business
Ability to work with a variety of teams and leaders, proving your ability to be flexible and high adaptable
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:
Bachelors degree and/or 2-5 years of experience in the performance of complex administrative/office support functions.
Strong PC skills with demonstrated knowledge and application of word processing and spreadsheet packages; extremely proficient with Microsoft Office; strong Excel skills.
Professional and courteous, with a concern for maintaining a high level of customer satisfaction.
Excellent interpersonal skills; ability to effectively communicate with associates at all levels, both verbally and in writing.
Strong organizational skills with a sense of urgency - ability to prioritize daily workflow to effectively organize tasks to achieve specific goals.
Ability to handle a large volume of administrative detail with accuracy and reliability.
Detail oriented - recognize errors in numbers, spelling, and punctuation.
Ability to work independently in a fast-paced team environment with only general supervision.
Who we are:
Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 100 offices in the United States, Europe and Asia. Established in 1919, Baird has over $200 billion in client assets and more than 3,500 associates serving the needs of individual, corporate, institutional and municipal clients.
Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. As stated in our Associate Promise, we are passionate about how we achieve great outcomes together for our clients, communities and each other. Committed to being a great place to work, Baird ranked No. 16 on the Fortune magazine 100 Best Companies to Work For� in 2019, our sixteenth consecutive year on the list.
capital markets, asset management, private equity, wealth management, equity research, equity capital markets, institutional, microsoft excel, microsoft office, marketing, microsoft word, energy management, teamwork, event management, databases