Baird

Financial Planning and Analysis

• Learn by doing and be trusted with meaningful work from the jump
• Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services
• Work with your team to prepare company valuations, build financial models, and create marketing materials
• Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches
• Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal

Experienced Investment Banking Analyst, Tech & Services

General Counsel

• Reports to Trust Counsel; acts as a trust/estate administration and estate planning legal resource for trust company associates and firm financial advisors
• Provides guidance and reviews legal issues for Trust Officers; may serve as a member of internal committees
• Works with trust company clients on revising estate plan(s) based on modified needs of client or changes in market(s) or trust and tax law
• Based in Louisville, KY or Cincinnati, OH or Lexington, KY; hybrid schedule of 4 days in office and 1 day remote
• Ensure compliance with trust company policies and procedures by reviewing account openings and closings as well as estate planning and legal documents
• Communicate complex legal and tax matters to clients, trust company associates, and financial advisors
• Support the estate settlement team in resolving matters related to the settlement of estates involving Baird Trust
• Prepare internal legal documents such as Release and Indemnification Agreements, Refunding Agreements, promissory notes, etc.
• Review income, gift, and estate tax returns relevant to trust company accounts
• Serve as a consultant for trust and estate planning content in marketing materials
• Educate firm associates and trust company clients on current fiduciary issues and strategies
• Understand tax and planning issues related to retirement assets
• Analyze non-standard investment assets, such as real estate, oil & mineral interests, and family limited partnerships, from an administration perspective

Assistant Trust Counsel

Events

• Responsible for planning, coordination and execution of high level events with high profile clients.
• Independently coordinate and execute smaller programs (10–50 attendees) with minimal supervision.
• Assist with coordination of company visits and support various conference responsibilities.
• Prepare & distribute registration reports (attendance, rooming lists, travel manifests & activity manifests).
• Create & maintain the conference website at www.bairdconferences.com.
• Work with Director of Corporate Events and Senior Event Planners on meeting & travel logistics for multiple events.
• Independently coordinate smaller events from conception to completion including venue recommendation, correspondence, registration, follow-up materials and on-site details.
• Research, analyze and prepare suggested venues (golf courses, restaurants, hotels & private venues) nationwide.
• Proof conference and special event marketing materials (announcements, invitations, signs, programs).
• Work with travel department to determine air and ground transportation needs.
• Maintain positive professional relationships with vendors and internal clients through excellent written and verbal communications.

Conference Services Event Planner

• The Women in Equity Research event will provide selected participants with insight into Baird’s award-winning Institutional Equities and Research team as attendees hear from successful women in our business.
• The event will include a live panel of professionals and discussion groups addressing topics such as being a woman in Equity Research, unique opportunities and challenges for women in this field, career paths in Equity Research and tips for internship interview processes.

Experienced Investment Banking Analyst, Tech & Services

Assistant Trust Counsel

Conference Services Event Planner

Women in Equity Research Event