Business Owner Solutions Associate

Robert W Baird & Company • Louisville, KY

254d

About The Position

Are you looking to gain real world experience in a thriving, global financial services firm with an award-winning culture? Consider a career with Baird! Baird's Business Owner Solutions team provides guidance on mergers, acquisitions, ESOPs, and other similar transactions. They offer strategic advice and practical guidance to achieve optimal outcomes in business transitions. With experienced business valuation experts, they tailor each project to the client's unique situation and needs, grounding their valuations in the real world. Additionally, they assist with developing comprehensive exit plans for business owners transitioning to new ownership or the next generation, ensuring long-term financial security and preserving business legacies. Learn more about our Business Owner Solutions team here.

Requirements

• 2-3 years of experience in a financial or quantitative position, with preference given to those who have direct investment banking experience.
• While Series 63 and 79 licenses are preferred, candidates should be able to quickly obtain them if not already certified.
• Interest in Finance with a strong academic background (preferably in Accounting, Business Economics, or Finance).
• Knowledge of financial statements and evaluations of public/private businesses.
• Strong analytical, financial, written, and verbal communication skills.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Proficiency in MS Office Suite (Excel, Word, PowerPoint).
• Attention to detail, accuracy, and reliability with a focus on improvement.
• Strong work ethic and adaptability in a fast-paced environment.

Nice To Haves

• Previous business experience is preferred.

Responsibilities

• Engage in a range of M&A assignments to acquire practical experience.
• Conduct financial analysis, develop models, research industries, and create marketing materials.
• Effectively manage multiple responsibilities in a dynamic, fast-paced setting.
• Oversee the preparation of valuations, financial models, marketing documents, and client presentations, while also researching new business opportunities.
• Work alongside senior bankers and client management on different transactions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree