Robert W. Baird & Co. Incorporated

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Corporate Access Relationship Manager

at Robert W. Baird & Co. Incorporated

Posted: 5/31/2019
Job Reference #: 830745

Job Description

Baird Position Title:
Corporate Access Relationship Manager

Institutional Sales

Job Description
Corporate Access is a dynamic, fast-pace and successful team within Institutional Equity and Research responsible for cultivating strong relationships with industry-leading companies across the globe and connecting corporate leadership with institutional investors. The team has garnered a No. 1 Greenwich ranking for “access to small-/mid-cap companies” and remains focused on providing a range of services to add value to both corporate and institutional clients.
As a Corporate Relationship Manager on the Corporate Access Team, you will:
  • Partner with corporate leadership teams with the intent to become a trusted resource to help companies gain access and insight to their shareholder base. Strong communication, attention to detail, diligence, consistent client service and an interest in understanding a company’s business and their investor strategy are significant attributes of this role.
  • Proactively build new and maintain current relationships with corporate leadership (CEO, CFO, Investor Relations), including in-person, phone, email correspondence. Regular discussion with companies regarding investor profiles/targeting and ownership analysis.
  • Partner with Baird’s Senior Research Analysts and their teams to align investor relations strategy for covered companies. Baird research analysts cover nearly 700 public companies across multiple sectors.
  • Collaborate with Baird sales teams to establish client interest and build investor schedules for non-deal roadshows, conferences, field trips, HQ visits, and conference calls.
  • Provide differentiated and seamless execution for corporate access activities from start to finish, including high volume of emails, phone calls and correspondence internally and externally.
  • Gain an understanding and become knowledgeable about the coverage companies and sectors; ultimately identifying trends and insights into investor marketing activity across the industry.
  • Diligent maintenance of internal database for communication and business continuity.
  • Positive contribution to the day-to-day culture and team-oriented atmosphere.
  • Occasional domestic travel to annual conferences. 
What makes this opportunity great:
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.  
  • Flexible work-life balance is promoted.
  • Fast paced environment that will enable you to learn and grow as a professional. 
What we look for:
  • Bachelor’s degree required, Business, Finance, Marketing or Communications preferred. 0-5 years of experience with a passion for our industry.


Req Type

WI - Milwaukee