Investment Banking Analyst – Debt Advisory

Baird • Chicago, NY

10h • $110,000 - $125,000

About The Position

Baird’s Debt Advisory team delivers customized debt solutions across the capital structure for institutional clients in the United States and Europe. Its services include growth, acquisition and stressed financings; dividend recapitalizations; refinancings; debt exchanges; out-of-court restructurings; and Chapter 11 transactions. The team uses sector expertise and relationships with a diverse range of lenders and investors to advise clients and support their long-term strategic objectives.

The Investment Banking Analyst provides analytical support to financing and restructuring transactions and contributes to financial analyses, transaction alternatives, marketing materials, financial models, and marketing and due diligence processes. The analyst also supports senior bankers’ business development efforts and works with clients, investors, and colleagues on lean deal teams. The role uses AI tools such as Rogo and auxi and data visualization software such as Power BI to help create pitch books, models, insights, and client reports.

The position offers exposure to a broad range of debt transactions and direct interaction with senior Debt Advisory professionals. Analysts develop expertise in credit quality, credit agreements, credit markets, and debt advisory across industry verticals. Annual salary is $110,000–$125,000, with bonus potential; compensation and bonuses are commensurate with experience, performance, and/or GIB profitability. Baird also describes competitive total compensation and comprehensive benefits, including protected Friday nights and Saturdays, periodic career sabbaticals, shareholder opportunities, mandatory paid time off, and a robust 401(k) match and profit-sharing contribution. Baird is not currently hiring applicants who now or in the future require employment visa sponsorship.

Requirements

• 1–3 years of prior experience.
• Credit experience, including a demonstrated ability to assist in executing all aspects of leveraged financings across multiple transaction types, such as LBOs, recapitalizations, refinancings, add-on acquisitions, and special situations.
• Strong work ethic, intellectual curiosity, demonstrated leadership ability, attention to detail, ability to work in teams, and commitment to excellence.
• Professional demeanor and ability to learn in a fast-paced, challenging environment.

Nice To Haves

• Prior leveraged finance, debt advisory, direct lending, restructuring, or M&A experience.
• Experience with AI tools such as Rogo, CoPilot, and auxi.
• Familiarity with data visualization tools such as Power BI, Tableau, or similar.

Responsibilities

• Provide analytical support on investment banking financing and restructuring transactions.
• Prepare financial analyses to evaluate transaction alternatives.
• Develop marketing documents and financial models.
• Administer marketing and due diligence processes.
• Assist senior bankers with business development efforts involving prospective corporate and private equity clients.
• Use AI tools such as Rogo and auxi to streamline pitch-book and model creation.
• Use data visualization software such as Power BI to generate data-driven insights and reports for client materials.

Benefits

• Bonus potential.
• Protected Friday nights and Saturdays.
• Periodic sabbaticals during career.
• Shareholder opportunities.
• Mandatory paid time off (PTO).
• Robust 401(k) match and profit-sharing contribution.
• Competitive total compensation packages and comprehensive benefits focused in part on health and well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed