Investment Banking Analyst
About The Position
Baird is hiring Investment Banking Analysts across its Consumer, Healthcare, Industrial, and Tech & Services groups. The role offers hands-on experience on real transactions, close collaboration with peers and mentors, and opportunities to contribute meaningful work across the full deal lifecycle. Analysts provide support for mergers and acquisitions, public offerings, and other financial advisory services; develop company valuations and financial models; prepare marketing materials; and assist with business development through research and preparation for client meetings and pitches. Analysts work with junior and senior bankers and use AI tools such as Rogo and auxi, as well as data visualization software such as Power BI, to support pitch books, models, insights, reports, and client materials. The role offers exposure to collaboration across geographies, sectors, and specialties, and opportunities to contribute to discussions with investor and corporate management clients around the world.
Requirements
- 12–24 months of full-time work experience; investment banking experience is preferred.
- A proven academic record and 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, build financial models, and create marketing materials.
- Support business development through research, analysis, and preparation for client meetings and pitches.
- Work with junior and senior investment bankers across every stage of a deal.
- Conduct research and facilitate due diligence throughout the transaction process.
- 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.
Benefits
- Annual salary of $110,000–$125,000 with bonus potential.
- Protected Friday night and Saturdays.
- Periodic sabbaticals during a career.
- Shareholder opportunities.
- Mandatory paid time off (PTO).
- Robust 401(k) match and profit-sharing contribution.
- Comprehensive benefits and a culture focused on health and well-being.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
