Baird Advisors, Baird’s institutional fixed income management business, manages over $145 billion for institutional clients, pensions, foundations, and individuals. This team of very experienced investment professionals has extremely low turnover and a national reputation as a highly regarded active fixed income manager with a long-term track record of competitive returns versus benchmarks and peers coupled with a high degree of consistency. Recognized for 12 consecutive years as a best place to work by Pensions & Investments, the team was ranked the #1 fund family by Morningstar and was also a finalist for its stewardship award in 2022. We know these accolades stem from our cultural commitment to clients and to being a workplace of choice for the most talented professionals in our industry. The latter helps us attract extraordinary people – many of whom stay with us for their entire careers – ensuring the quality and continuity of our advice and service. Our team offers multiple multi-sector strategies along the yield curve following our benchmark aware, risk-controlled approach that emphasizes bottom-up sources of alpha. These strategies are offered through Separately Managed Accounts (SMAs) for large institutional clients and through our mutual fund complex, Baird Funds. Learn more about the award-winning Baird Advisors team here.

The Baird Advisors Municipal Portfolio Analyst is an extraordinary opportunity to join a successful, fast paced, high performing team based in our Milwaukee office, with a focus on investment grade municipal credit research.

As a Municipal Portfolio Analyst, you will:

Provide fundamental credit analysis on existing holdings, primarily investment grade, within the sectors assigned along with generating new investment ideas within these sectors. Issuer specific and sector operating trends as well as key business metrics should be identifiedProvide relative value analysis across issuers in assigned sectors and collaborate with the credit sector team to determine broad relative value opportunities across the municipal landscapeWork closely with the Municipal sector team and the Corporate and ABS/MBS sector teams to identify cross-sector relative value opportunities along the yield curveWork closely with the portfolio construction team to optimally structure portfolios and manage overall portfolio-level risk relative to the stated benchmarkPresent analysis to the municipal team and overall investment team frequently and clients periodicallyHelp follow specific aspects of the overall municipal market and participate in discussions on the market

What makes this opportunity great:

We are a team that is passionate about delivering exceptional results for our clients while enjoying what we do and giving back to the communities where we live and workThis is a fast paced, high performing team experiencing strong growthWe have an extremely flat, collaborative team structure which will enable you to learn and grow as a professionalThis is a compelling opportunity to learn from and work directly with some of the most experienced and respected professionals in Milwaukee and the industryWe are a team with documented success advancing diversity, equity and inclusion

What we look for:

2-3 years of investment analysis experience preferredCFA Charterholder and/or MBA preferredA demonstrated ability to make judgements regarding credit, risk, and valuationAbility to manage multiple projects/tasks simultaneouslyStrong interpersonal communication skills, both oral and written, with the ability to take complex issues and distill them to key points in a persuasive and credible manner. A high level of professionalism is mandatoryDetail-oriented individual with strong organizational skillsStrong team player that is flexible, adaptable and hardworking who believes in an integrated team driven investment processSeries 7 & 66 required within 6 months of start date

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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. .