Internship - Baird Trust Equity Research Analyst (Summer 2025)

The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals. To learn more about Baird Trust, click here .

Are you looking to gain real world experience in a thriving, global financial services firm with an award-winning culture? Consider an internship and start building your career at Baird.

About our intern program:
Our competitive intern program offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative, fun and dynamic environment. Baird’s summer intern program is a robust experience that includes an Intern Welcome Event, professional development, and networking with leaders and associates. Our interns have the opportunity to use a Baird Gives Back Day, a paid day to volunteer in the community. Our mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm. To learn more, check out this video .

Team Overview:

Baird Trust’s Investment Management team currently manages over $11.5 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. Learn more about the team here .

Internship location, availability and hours:
Located in our downtown Louisville, KY office, the intern must be able to workfull-time, 37.5-40 hours per week, during the summer. We are seeking a student who can start the end of May or early June 2025.

As a Baird Trust Equity Research Analyst Intern, you will:

• 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 date of May 2027
• 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

What makes this opportunity great:

• Participate in meetings and discussions among the Baird Trust Investment Management team, giving an inside look into the job of an equity research analyst on Baird Trust’s two proprietary equity strategies
• Opportunity to add value and learn from a smaller, collegial investment team
• Gain hands-on, real world experience with a highly ranked organization
• Work within a unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership

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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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.