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Equity Research Associate information

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$34.8K

$99.7K

$156.4K

How much do equity research associate jobs pay per year?

As of Jul 19, 2026, the average yearly pay for equity research associate in Wisconsin is $99,724.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,900.00 and $113,000.00 per year, depending on experience, location, and employer.

What Is an Equity Research Associate?

An equity research associate is a financial analyst that provides insights to a financial manager regarding investment strategies. As an equity research associate, your responsibilities include diligently researching market trends for bonds, options, and stocks, producing a report detailing recommendations, and presenting all of this information to the financial manager. You need a bachelor’s degree for this career, and while business is the most common field, any degree that hones your analytical skills may be acceptable for this position. You can find equity research analyst positions in most financial institutions.

What does an Equity Research Associate do?

An Equity Research Associate supports senior analysts in analyzing companies, industries, and market trends to provide investment recommendations. Their responsibilities include creating financial models, preparing research reports, gathering and interpreting data, and assisting in client presentations. They play a crucial role in helping investment firms make informed decisions about buying, holding, or selling stocks. The position requires strong analytical, quantitative, and communication skills, as well as a solid understanding of financial markets.

What are the key skills and qualifications needed to thrive as an Equity Research Associate, and why are they important?

To thrive as an Equity Research Associate, you need strong analytical abilities, financial modeling skills, and a solid understanding of accounting and finance, often supported by a relevant degree such as finance, economics, or accounting. Proficiency in Excel, Bloomberg Terminal, and financial databases, as well as progress toward or completion of the CFA designation, is highly valued. Exceptional written and verbal communication, attention to detail, and time management distinguish top performers in this role. These skills are crucial for producing accurate investment research, delivering actionable insights, and supporting investment decisions in a fast-paced financial environment.

What is the difference between Equity Research Associate vs Financial Analyst?

AspectEquity Research AssociateFinancial Analyst
Required CredentialsBachelor's degree, often CFA Level I or IIBachelor's degree, CFA optional
Work EnvironmentFinancial firms, investment banks, research departmentsCorporations, banks, investment firms
Employer & Industry UsagePrimarily in finance and investment sectorsBroader across industries including corporate finance
Common Search & ComparisonYesNo

Equity Research Associates focus on analyzing stocks and sectors to provide investment insights, often working in research departments of financial firms. Financial Analysts have a broader role, evaluating financial data for companies or investments across various industries. While both roles require similar credentials, Equity Research Associates specialize in equity markets, making them more comparable to roles within investment research teams.

What are some common challenges Equity Research Associates face when analyzing companies across different industries?

Equity Research Associates often encounter the challenge of adapting their analysis techniques to suit different industries, each with its own metrics, valuation methods, and regulatory environments. Staying up-to-date with industry trends, learning new financial modeling approaches, and quickly synthesizing large volumes of information are essential skills. Additionally, Associates must effectively communicate their findings to both internal teams and external clients, often under tight deadlines. Developing expertise in multiple sectors can be demanding but ultimately broadens career opportunities within the field.
More about Equity Research Associate jobs
What are the most commonly searched types of Equity Research jobs in Wisconsin? The most popular types of Equity Research jobs in Wisconsin are:
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What job categories do people searching Equity Research Associate jobs in Wisconsin look for? The top searched job categories for Equity Research Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Equity Research Associate jobs? Cities in Wisconsin with the most Equity Research Associate job openings:
Equity Research Associate jobs near you

Manager of Equity & Fixed Income Research

Robert W Baird & Co

Milwaukee, WI • Hybrid

Full-time

Posted 17 days ago

Job description

About The Role:

Baird is seeking an experienced investment professional to serve as Manager of Equity & Fixed Income Research within our Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird's PWM system and providing investment guidance and support to Baird's Financial Advisors. This role plays a central part in leading equity research and portfolio management efforts, with additional oversight of fixed income activities within the PWM research platform.

This role is designed as a playercoach position, combining handson investment responsibility with team leadership, research prioritization, and advisor engagement. The Manager will directly act as comanager for two PWM Home Office Portfolios, collectively managing over $9B in client assets, and will also be responsible for overseeing two additional PWM Home Office Portfolios with nearly $2B in client assets. The role serves as a primary driver of daytoday research execution and portfolio decisionmaking, with significant accountability for research quality, portfolio positioning, and advisorfacing outputs. Hybrid flexibility is offered, though business needs may require managers to maintain a greater in-office presence than analysts.

The Impact You'll Make:

  • Play a lead role in the portfolio management of two PWM equity portfolios, including security selection, monitoring, and positioning
  • Lead, coach, and develop Associate through Senior Analyst-level talent, providing day-to-day direction, feedback, and mentorship
  • Drive equity research execution, with an emphasis on bottom-up stock selection
  • Partner with PWM Investment Strategist for portfolio-level insights, including macroeconomic views, sector views, and thematic insights
  • Formulate and clearly communicate investment views, risks, and portfolio implications
  • Provide oversight and guidance to fixed income research to ensure balanced, high-quality coverage
  • Help to shape research priorities and allocate team resources based on market conditions and advisor needs
  • Own the quality, accuracy, and integrity of research output and portfolio positioning
  • Partner with analysts and PWM Market Strategy to deliver timely, insightful thought pieces across equities and fixed income
  • Actively engage with Baird Financial Advisors through calls, presentations, written insights, and branch interactions to deliver research insights, portfolio guidance, and market perspective
  • Drive awareness and adoption of four PWM Home Office Portfolios across the Baird branch network
  • Serve as a key research contact and thought partner to advisors and internal stakeholders
  • Contribute to platform innovation and operational efficiencies through the use of technology, including AI
  • Establish clear expectations for research quality, communication, execution, and client service
  • Manage hiring, onboarding, development, and performance management, with clear accountability for team execution and daytoday leadership
  • Foster a collaborative, high performance team culture

What You'll Bring To Baird:

  • Bachelor's degree in finance, economics, or related field; MBA or advanced degree a plus
  • 10+ years of investment experience, with strong equity research and portfolio management background, including direct security selection experience
  • CFA designation strongly preferred (or meaningful progress toward completion)
  • SIE, Series 7, and Series 63 licenses (or ability to obtain within six months)
  • Working knowledge of fixed income markets and portfolio implications
  • Strong investment judgment, analytical rigor, and high attention to detail
  • Experience mentoring or developing junior talent; formal people management experience preferred but not required
  • Exceptional written and verbal communication skills; ability to translate complex investment views for advisors; ability to interact with and influence all levels of the organization

#LI-CM1

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.

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