Experienced Investment Banking Analyst (Tech & Services)

Baird•Akeley, MN

10d•$110,000 - $125,000

About The Position

Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you’ll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success. We’re looking for an experienced Investment Banking Analyst to join our Tech & Services team. What You’ll Do: 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 Use AI tools like Rogo and Auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials What You’ll Gain: The kind of environment that turns early talent into lasting careers Contribute to every stage of a transaction, from conducting research to facilitating due diligence Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity What It Takes: We’re looking for people who want to go far, and go together A candidate energized by learning, teamwork, and real responsibility 12–24 months of full-time work experience (investment banking preferred) A proven academic record and a passion for finance (a finance degree is helpful, but not required) Drive, resilience, and a strong work ethic Ability to work independently and thrive in a collaborative setting Strong mathematical, writing, and verbal skills; relevant software proficiency SIE and Series 79 licensing preferred (or the ability to obtain them quickly) Experience with AI tools such as Rogo, CoPilot, and Auxi is preferred Familiarity with data visualization tools such as Power BI, Tableau, or similar Compensation and Benefits: $110,000 - $125,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution

Requirements

A candidate energized by learning, teamwork, and real responsibility
12–24 months of full-time work experience (investment banking preferred)
A proven academic record and a passion for finance (a finance degree is helpful, but not required)
Drive, resilience, and a strong work ethic
Ability to work independently and thrive in a collaborative setting
Strong mathematical, writing, and verbal skills; relevant software proficiency
SIE and Series 79 licensing preferred (or the ability to obtain them quickly)

Nice To Haves

Experience with AI tools such as Rogo, CoPilot, and Auxi is preferred
Familiarity with data visualization tools such as Power BI, Tableau, or similar

Responsibilities

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
Use AI tools like Rogo and Auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials
Contribute to every stage of a transaction, from conducting research to facilitating due diligence
Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world