Investment Research Analyst

Summary

Join 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.

The Impact You’ll Make:

• 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

What You’ll Bring to Baird:

• 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

Key Skills & Qualifications:

• 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.

Compensation and Total Rewards:

• $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

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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.