... Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is ... Partner with PWM Investment Strategist for portfolio-level insights, including macroeconomic views ...
... Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is ... Partner with PWM Investment Strategist for portfolio-level insights, including macroeconomic views ...
Senior Accountant
Oak Creek, WI · On-site
$70K - $88K/yr
Stella & Chewy's is a fast-paced, private equity-backed business where a Senior Accountant's work ... Partner across departments on projects spanning cash flow forecasting, billing, AR, and AP. * Ad ...
Senior Accountant
Oak Creek, WI · On-site
$70K - $88K/yr
Stella & Chewy's is a fast-paced, private equity-backed business where a Senior Accountant's work ... Partner across departments on projects spanning cash flow forecasting, billing, AR, and AP. * Ad ...
... Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is ... Partner with PWM Investment Strategist for portfolio-level insights, including macroeconomic views ...
... Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is ... Partner with PWM Investment Strategist for portfolio-level insights, including macroeconomic views ...
... Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is ... Partner with PWM Investment Strategist for portfolio-level insights, including macroeconomic views ...
... Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is ... Partner with PWM Investment Strategist for portfolio-level insights, including macroeconomic views ...
Senior Accountant
Oak Creek, WI · On-site
$70K - $88K/yr
Stella & Chewy's is a fast-paced, private equity-backed business where a Senior Accountant's work ... Partner across departments on projects spanning cash flow forecasting, billing, AR, and AP. * Ad ...
Senior Accountant
Oak Creek, WI · On-site
$70K - $88K/yr
Stella & Chewy's is a fast-paced, private equity-backed business where a Senior Accountant's work ... Partner across departments on projects spanning cash flow forecasting, billing, AR, and AP. * Ad ...
Private Banker
Milwaukee, WI · On-site
Partner with Financial Advisors to profile their client base, identify and analyze business ... equity lines of credit, securities-based loans, high net worth tailored lending products and ...
Private Banker
Milwaukee, WI · On-site
Partner with Financial Advisors to profile their client base, identify and analyze business ... equity lines of credit, securities-based loans, high net worth tailored lending products and ...
... tax equity accounting models (e.g., HLBV) and partnership allocations. * Exposure to IRA/OBBBA legislation and tax credit monetization and transferability. * Experience supporting private equity ...
... tax equity accounting models (e.g., HLBV) and partnership allocations. * Exposure to IRA/OBBBA legislation and tax credit monetization and transferability. * Experience supporting private equity ...
Partner with Financial Advisors to profile their client base, identify and analyze business ... equity lines of credit, securities-based loans, high net worth tailored lending products and ...
Partner with Financial Advisors to profile their client base, identify and analyze business ... equity lines of credit, securities-based loans, high net worth tailored lending products and ...
Plant Operator
Brillion, WI · On-site
LF is backed by equity provided by Cresta Fund Management, a value-add middle market private equity ... operating performance, safety, and environmental compliance of the facility, including daily ...
Quick apply
Plant Operator
Brillion, WI · On-site
LF is backed by equity provided by Cresta Fund Management, a value-add middle market private equity ... operating performance, safety, and environmental compliance of the facility, including daily ...
Growth Strategy * M&A * Private Equity * Managed Service Providers * Digital organization design ... partners and communities. Visit us atwww.accenture.com What We Believe We have an unwavering ...
Growth Strategy * M&A * Private Equity * Managed Service Providers * Digital organization design ... partners and communities. Visit us atwww.accenture.com What We Believe We have an unwavering ...
Growth Strategy * M&A * Private Equity * Managed Service Providers * Digital organization design ... partners and communities. Visit us atwww.accenture.com What We Believe We have an unwavering ...
Growth Strategy * M&A * Private Equity * Managed Service Providers * Digital organization design ... partners and communities. Visit us atwww.accenture.com What We Believe We have an unwavering ...
Medical Assistant
$14 - $19/hr
Based in St. Louis, Missouri, and backed by private equity investors Compass Group Equity Partners (www.cgep.com), VSS (www.vss.com), Siguler Guff (www.sigulerguff.com), and SunGate Capital ...
Medical Assistant
$14 - $19/hr
Based in St. Louis, Missouri, and backed by private equity investors Compass Group Equity Partners (www.cgep.com), VSS (www.vss.com), Siguler Guff (www.sigulerguff.com), and SunGate Capital ...
Experience with high-growth clients, private equity-backed companies, or HNW individuals * Ability ... Clear path to Partner or Director-level advancement * Comprehensive benefits including PTO, health ...
Quick apply
Experience with high-growth clients, private equity-backed companies, or HNW individuals * Ability ... Clear path to Partner or Director-level advancement * Comprehensive benefits including PTO, health ...
... ventures, and partnerships across corporate and private equity transactions * Synthesizing ... Evaluating information technology systems, software environments, and operating models to identify ...
... ventures, and partnerships across corporate and private equity transactions * Synthesizing ... Evaluating information technology systems, software environments, and operating models to identify ...
Small Animal Veterinarian, Hartland, WI
Hartland, WI · On-site
$80K - $90K/yr
... Partners (AVP) , a vet-founded and operated network focused on empowering local practices to thrive. Unlike many corporate groups, AVP is not private equity-backed , allowing us to prioritize ...
Quick apply
Small Animal Veterinarian, Hartland, WI
Hartland, WI · On-site
$80K - $90K/yr
... Partners (AVP) , a vet-founded and operated network focused on empowering local practices to thrive. Unlike many corporate groups, AVP is not private equity-backed , allowing us to prioritize ...
Small Animal Veterinarian, Hartland, WI
Hartland, WI · On-site
$80K - $90K/yr
... Partners (AVP) , a vet-founded and operated network focused on empowering local practices to thrive. Unlike many corporate groups, AVP is not private equity-backed , allowing us to prioritize ...
Small Animal Veterinarian, Hartland, WI
Hartland, WI · On-site
$80K - $90K/yr
... Partners (AVP) , a vet-founded and operated network focused on empowering local practices to thrive. Unlike many corporate groups, AVP is not private equity-backed , allowing us to prioritize ...
Partner Veterinarian
Madison, WI · On-site
Partner into a privately owned, rapidly growing urgent care practice where you'll have a true ownership stake and equity as you build your clinic with hands on support of other doctor owners. Our ...
Partner Veterinarian
Madison, WI · On-site
Partner into a privately owned, rapidly growing urgent care practice where you'll have a true ownership stake and equity as you build your clinic with hands on support of other doctor owners. Our ...
Small Animal Veterinarian, Hartland, WI
Hartland, WI · On-site
$80K - $90K/yr
... Partners (AVP) , a vet-founded and operated network focused on empowering local practices to thrive. Unlike many corporate groups, AVP is not private equity-backed , allowing us to prioritize ...
Small Animal Veterinarian, Hartland, WI
Hartland, WI · On-site
$80K - $90K/yr
... Partners (AVP) , a vet-founded and operated network focused on empowering local practices to thrive. Unlike many corporate groups, AVP is not private equity-backed , allowing us to prioritize ...
Small Animal Veterinarian, Hartland, WI
Hartland, WI · On-site
$80K - $90K/yr
... Partners (AVP) , a vet-founded and operated network focused on empowering local practices to thrive. Unlike many corporate groups, AVP is not private equity-backed , allowing us to prioritize ...
Small Animal Veterinarian, Hartland, WI
Hartland, WI · On-site
$80K - $90K/yr
... Partners (AVP) , a vet-founded and operated network focused on empowering local practices to thrive. Unlike many corporate groups, AVP is not private equity-backed , allowing us to prioritize ...
Senior Associate, Asset Management Accounting
$65K - $110K/yr
Prepare capital call and distribution notices and support investor/limited partner reporting ... Strong understanding of fund structures, including private equity and registered funds.
Senior Associate, Asset Management Accounting
$65K - $110K/yr
Prepare capital call and distribution notices and support investor/limited partner reporting ... Strong understanding of fund structures, including private equity and registered funds.
Operating Partner Private Equity information
See Wisconsin salary details
$47.4K - $56.2K
15% of jobs
$56.2K - $65.1K
3% of jobs
$70.5K is the 25th percentile. Wages below this are outliers.
$65.1K - $73.9K
12% of jobs
$73.9K - $82.7K
0% of jobs
$82.7K - $91.5K
2% of jobs
$91.5K - $100.3K
4% of jobs
The median wage is $108.8K / yr.
$100.3K - $109.1K
15% of jobs
$109.1K - $117.9K
19% of jobs
$121K is the 75th percentile. Wages above this are outliers.
$117.9K - $126.7K
16% of jobs
$126.7K - $135.5K
5% of jobs
$135.5K - $144.3K
9% of jobs
$47.4K
$101.1K
$144.3K
How much do operating partner private equity jobs pay per year?
What is the difference between Operating Partner Private Equity vs Investment Associate Private Equity?
| Aspect | Operating Partner Private Equity | Investment Associate Private Equity |
|---|---|---|
| Credentials | Experience in management, industry expertise, often MBA or similar | Finance degree, MBA or CFA often preferred |
| Work Environment | Collaborates with portfolio companies, focuses on operational improvements | Conducts financial analysis, due diligence, and deal sourcing |
| Employer & Industry Usage | Private equity firms, portfolio companies | Private equity firms, investment banks |
Operating Partner Private Equity professionals focus on improving portfolio companies' operations, leveraging industry experience. Investment Associates primarily analyze deals, perform financial modeling, and support investment decisions. Both roles are integral to private equity but differ in responsibilities and skill sets.
What are the key skills and qualifications needed to thrive as an operating partner private equity?
What is an operating partner private equity?
What are common challenges operating partners private equity face when driving value creation across portfolio companies?

Baird rating
8.5
Based on 11 frontline employees who took The Breakroom Quiz
Job description
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 player-coach position, combining hands-on investment responsibility with team leadership, research prioritization, and advisor engagement. The Manager will directly act as co-manager 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 day-to-day research execution and portfolio decision-making, with significant accountability for research quality, portfolio positioning, and advisor-facing 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 day-to-day 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
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