Investment Banking Analyst

Baird•Chicago, IL

About The Position

Baird is hiring Investment Banking Analysts across its Consumer, Healthcare, Industrial, and Tech & Services groups. The role offers hands-on experience supporting real transactions and working closely with peers, mentors, and junior and senior investment bankers. Analysts support mergers and acquisitions, public offerings, and other financial advisory services; prepare company valuations, financial models, and marketing materials; and contribute research and analysis to business development, client meetings, and pitches. Analysts also use AI tools such as Rogo and auxi to streamline pitch book and model creation, and data visualization software such as Power BI to generate insights and reports for client materials. The position provides exposure to every stage of a transaction, including research and due diligence, and to collaboration across geographies, sectors, and specialties. Analysts take on meaningful responsibility and may contribute to discussions with investor and corporate management clients around the world. Baird describes its culture as collaborative, respectful, and focused on shared success, growth, and recognition for hard work.

Requirements

12–24 months of full-time work experience; investment banking experience is 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 licenses, or the ability to obtain them quickly.

Nice To Haves

Investment banking work experience.
A finance degree.
SIE and Series 79 licensing.
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 for mergers and acquisitions, public offerings, and other financial advisory services.
Prepare company valuations, financial models, and marketing materials.
Support business development through research, analysis, and preparation for client meetings and pitches.
Work with junior and senior investment bankers across deal stages.
Contribute to transactions from research through facilitating due diligence.
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 insights and reports for client materials.
Contribute to conversations with investor and corporate management clients.