Investment Banking Analyst – Debt Advisory

Baird•Chicago, IL

1d•$110,000 - $125,000

About The Position

Baird’s Debt Advisory team delivers customized debt solutions and capital structure advisory services to institutional clients in the United States and Europe. Its work includes growth and acquisition financings, dividend recapitalizations, refinancings, stressed financings, debt exchanges, out-of-court restructurings, and Chapter 11 transactions. The team draws on sector expertise and relationships with banks, private credit funds, private equity funds, hedge funds, family offices, and other capital providers to advise clients and create competitive financing processes. The Investment Banking Analyst provides analytical support on financing and restructuring transactions, prepares financial analyses and models, develops marketing materials, and assists with marketing and due diligence processes. The role also supports senior bankers’ business development efforts and offers exposure to clients, investors, and Baird bankers. Analysts use AI tools such as Rogo and auxi and data visualization software such as Power BI to support pitch books, models, and client materials. The position offers broad exposure to debt transactions and direct interaction with senior bankers and investment professionals through lean deal teams. The analyst will develop an understanding of credit quality, credit agreements, credit markets, and debt advisory work across industry verticals.

Requirements

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

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 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 the creation of pitch books and models.
Use data visualization software such as Power BI to generate data-driven insights and reports for client materials.