New York, New York, United States · On-site
Summary Join Baird Strategas as an Investment Research Analyst, where you will build foundational investment expertise while supporting the evaluation and monitoring of investment managers and strategies. You will partne…
Skills: Analytical Skills, Problem-Solving, Financial Data Analysis, Microsoft Excel, Microsoft PowerPoint
New York, New York, United States · On-site
$100k–$140k/yr
About the Role Join a collaborative two-person executive support team partnering with senior leadership at a high-profile, Midtown New York City-based financial services firm. In this role, you will provide comprehensive…
Skills: Calendar Management, Travel Coordination, Event Planning, Executive Support, Microsoft Office
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Conduct research on investment managers, funds, and market trends to support due diligence and portfolio monitoring. Assist in preparing research reports, maintaining databases, and analyzing quantitative and qualitative data to inform investment decisions.
Requires a Bachelor's degree in Finance, Economics, Business, or a related field with 0-2 years of relevant experience. Candidates should possess strong analytical skills and proficiency in Microsoft Office, with a preference for those pursuing a CFA designation.
Join Baird Strategas as an Investment Research Analyst, where you will build foundational investment expertise while supporting the evaluation and monitoring of investment managers and strategies. You will partner closely with senior analysts and portfolio managers to research markets, analyze data, and contribute to insights that inform client portfolios. This position is designed for early-career professionals who are intellectually curious, detail-oriented, and motivated to grow within financial services.
Conduct research on investment managers, funds, and market trends to support due diligence efforts
Gather, organize, and analyze quantitative and qualitative data for investment evaluation
Assist in preparing research reports, investment summaries, and presentation materials
Update and maintain research databases, performance metrics, and tracking tools
Support senior team members in monitoring portfolio holdings and manager performance
Contribute to periodic reporting and commentary used by internal stakeholders and advisors
Perform industry and competitive analysis to identify emerging investment themes
Assist in coordinating due diligence activities such as calls, meetings, and documentation
Ensure accuracy and consistency of data used in investment decision-making
Collaborate with team members to improve research processes and workflows
Bachelor’s degree in Finance, Economics, Business, or related field, or equivalent combination of education and experience
0–2 years of relevant experience (internship or full-time) in investment research, finance, or related field
Demonstrated interest in financial markets and investment strategies
Strong analytical and problem-solving skills with attention to detail
Ability to collect, organize, and interpret financial data
Proficiency in Microsoft Excel and PowerPoint; familiarity with financial tools/databases preferred
Effective written and verbal communication skills
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Strong organizational skills and commitment to data accuracy
Collaborative mindset with willingness to learn and take direction
Progress toward or interest in pursuing CFA or other relevant designation preferred
Familiarity with data visualization tools (Power BI, Tableau) or basic modeling concepts is a plus.
$75,000 base annual salary
Discretionary Bonus potential
Compensation and bonus are commensurate with experience, performance and/or firm profitability
Check out our Total Rewards, which is a summary of our benefits and compensation
#LI-AK1
#STRATEGAS
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
The One Stop Shop For Macro.
Baird Strategas is an institutional brokerage firm. Founded in 2006 by Jason DeSena Trennert, Nicholas Bohnsack, and Don Rissmiller, the firm provides macro research, corporate advisory and capital markets services to institutional managers and corporate executives in more than 20 countries across the globe. Baird Strategas is the market strategy arm of Baird, an employee-owned global financial services firm. Since 2018, we have operated as an independent, wholly owned subsidiary of Baird and remain an independent broker-dealer. Our team of 60 research analysts, institutional salespeople and sales traders, and capital markets professionals works from offices in New York, Washington, D.C., and London. We are fortunate to count some of the world’s premier corporations, institutional investors, financial sponsors and governments among our clients. Through Strategas Asset Management, we manage a suite of macro thematic investment strategies by institutional mandate and for high- and ultra-high-net-worth investors.
Offices: 52 Vanderbilt Avenue, 19th Floor, New York, NY 10017, US · 1775 Eye St NW, Washington, District of Columbia, US
The One Stop Shop For Macro.
Baird Strategas is an institutional brokerage firm. Founded in 2006 by Jason DeSena Trennert, Nicholas Bohnsack, and Don Rissmiller, the firm provides macro research, corporate advisory and capital markets services to institutional managers and corporate executives in more than 20 countries across the globe. Baird Strategas is the market strategy arm of Baird, an employee-owned global financial services firm. Since 2018, we have operated as an independent, wholly owned subsidiary of Baird and remain an independent broker-dealer. Our team of 60 research analysts, institutional salespeople and sales traders, and capital markets professionals works from offices in New York, Washington, D.C., and London. We are fortunate to count some of the world’s premier corporations, institutional investors, financial sponsors and governments among our clients. Through Strategas Asset Management, we manage a suite of macro thematic investment strategies by institutional mandate and for high- and ultra-high-net-worth investors.
Offices: 52 Vanderbilt Avenue, 19th Floor, New York, NY 10017, US · 1775 Eye St NW, Washington, District of Columbia, US
