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Company Name:
Approximate Salary:
Per Year
Milwaukee, Wisconsin
United States
Position type:
Full Time
Experience level:
Entry Level
Education level:
Bachelor's Degree

Corporate Access Associate

For nearly 95 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 than 100 offices in the U.S., Europe and Asia. Baird has more than $171 billion in client assets.

Baird's Equity Capital Markets group includes more than 500 professionals in research, institutional sales and trading, and investment banking. Baird is also home to a global private equity group, Baird Capital that has invested in more than 280 companies over its history.

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.

Corporate Access is a team of experienced professionals within Equities responsible for building relationships with corporate leadership to make connections in the investment community through our sales team .

As a Corporate Access Associate, you will:
  • Manage daily corporate access work flow including: internal communications, corporate meeting itineraries, investor information, client proposals, etc.
  • Research and compile data for internal and external use, including market and shareholder analysis, client data and logistic alternatives.
  • Partner with sales and research to confirm meetings between corporate clients and investors for corporate access activities (NDRs, Conferences, Field Trips, Company Visits, Dinners, etc).
  • Drive results within team by communicating team priorities and objectives. Manage team projects from start to finish and facilitate execution and best practices.
  • Develop and maintain relationships with associates in Corporate Access, Conference Services, Sales, Trading, Research and the Equity Capital Markets Desk.
  • In partnership with team, maintain and enhance external relationships from a corporate access perspective.
  • Manage scheduling and confirmation of logistics; includes preparing detailed itineraries, arranging air travel, hotels, food & beverage, group events, car service, etc.
  • Perform other duties as assigned.

What makes this opportunity great:
  • Baird offers internationally recognized equity research sales and corporate access to institutional clients around the world and a full suite of equity trading services
  • Baird delivers award-winning insights to institutional money managers around the world with a comprehensive knowledge of the markets and thorough understanding of clients' strategic needs.
  • An experienced and tenured team provides a high level of client satisfaction and continuity across our equities platform.
What we look for:
  • Bachelor's degree and a minimum of 1-5 years' experience performing sales support and/or client service functions. Industry experience helpful. Series 7 and 63 are a plus.
  • Strong problem solving ability. Resourceful and resilient in creating a solution.
  • Exceptional organizational skills - is consistent, dependable and accurate. Ability to prioritize daily workflow to effectively meet deadlines and drive results.
  • Exceptional communication skills - ability to effectively exchange ideas and information or influence others with a high level of professionalism.
  • Ability to manage projects from start to finish; including influencing activities to produce a result and leading events.
  • Must be detail oriented and recognize errors in numbers, spelling, grammar and punctuation. Must demonstrate good follow-through skills to ensure a successful end result.
  • Strong team player mentality- willing to pitch in and help other team members and leaders as necessary. Flexible, highly adaptable and proactive. Positive attitude.
  • Ability to tolerate peak workloads, to deal with constant interruptions and to maintain flexibility and composure in a high volume, high-intensity environment.
  • Ability to work independently in a fast-paced team environment with minimal supervision.
  • Excellent PC skills -Advanced knowledge of Microsoft Word, Excel and PowerPoint. Experience utilizing pivot tables is helpful