Baird Capital Associate - Investment, Global Private Equity
About The Position
Baird Capital is seeking an Associate for the Global Fund investment team within its private equity business. Baird Capital invests directly in growing B2B technology and services businesses and is investing from its third flagship Global Fund, a $450 million fund targeting majority and minority investments in founder- or entrepreneur-led companies across technology services and software, industrial sustainability, and pharmaceutical commercialization. The Associate will support the full investment lifecycle, including evaluating opportunities, conducting due diligence, executing transactions, and supporting portfolio companies. The role offers exposure to senior investment professionals, portfolio-company leadership teams, and internal and external advisors. Responsibilities are expected to expand as the Associate demonstrates readiness for increased ownership. 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.
- 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.
- Ability to manage multiple priorities and work effectively independently and collaboratively.
- High motivation, strong work ethic, sound judgment, and consistent attention to detail.
Nice To Haves
- Potential interest in or openness to a UK secondment.
Responsibilities
- Screen investment opportunities, conduct company and industry research, and assess key value drivers and risks.
- Support due diligence, financial modeling, valuation, deal structuring, and preparation of investment committee materials.
- Monitor portfolio-company performance and key metrics, and contribute to board materials, strategic initiatives, and add-on acquisitions.
- Collaborate with Baird colleagues, portfolio-company leaders, and external advisors throughout the investment lifecycle.
- Develop investment judgment and assume greater responsibility over time.
Benefits
- Significant bonus and profit-sharing opportunity.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
