Baird Capital Associate - Investment, Global Private Equity
About The Position
Baird Capital is seeking an Associate to join the Global Fund investment team within its private equity business. Baird Capital is the direct private investment group of Robert W. Baird & Co. and invests in growing B2B technology and services businesses. The team is investing from its third flagship Global Fund, a $450 million fund targeting majority and minority investments in founder- or entrepreneur-led businesses across technology services and software, industrial sustainability, and pharmaceutical commercialization. The Associate will support the full investment lifecycle, from evaluating opportunities and conducting due diligence through transaction execution and support of existing portfolio companies. The position offers exposure to senior investment professionals, portfolio-company leadership teams, and internal and external advisors. Responsibilities are expected to grow as the Associate demonstrates readiness to take on additional ownership. There may be potential opportunities for a UK secondment. The position follows a hybrid schedule: Monday through Thursday in the Chicago office and Friday remote. The anticipated start date is Summer 2027.
Requirements
- At least two years of experience in investment banking or private equity.
- Strong academic record from a leading institution.
- Strong research, financial modeling, analytical, and problem-solving skills.
- Highly motivated, with a strong work ethic, sound judgment, and consistent attention to detail.
- Ability to manage multiple priorities and work effectively both independently and collaboratively.
- Strong written, verbal, and interpersonal communication skills, including confidence presenting to senior audiences.
- Ability to build effective relationships with colleagues, portfolio-company teams, and external advisors.
Responsibilities
- Screen investment opportunities, conduct company and industry research, and assess value drivers and risks.
- Support due diligence, financial modeling, valuation, deal structuring, and preparation of investment committee materials.
- Monitor portfolio-company performance and track key metrics.
- Contribute to board materials, strategic initiatives, and add-on acquisitions.
- Collaborate with Baird colleagues, portfolio-company leaders, and external advisors throughout the investment lifecycle.
- Build investment judgment and assume greater responsibility over time.
Benefits
- Significant bonus and profit-sharing opportunity.
- Compensation and bonus are commensurate with experience, individual performance, and firm profitability.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
