Investment Banking Associate - Consumer
About The Position
Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. This role involves playing a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors. Associates will drive the preparation of company valuations, financial models, marketing materials, and client presentations, and contribute to business development efforts through research and analysis. They will work directly with senior bankers and client executives, gaining insight into leadership-level decision-making. The role also involves using AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employing data visualization software like Power BI to generate data-driven insights and reports for client materials.
Requirements
- At least one year of full-time experience in a solution-focused financial or quantitative role
- Strong analytical skills, attention to detail, and a track record of delivering results
- Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team
- Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment
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
- Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors
- Drive the preparation of company valuations, financial models, marketing materials, and client presentations
- Contribute to business development efforts through research and analysis
- Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making
- Use AI tools like Rogo and auxi to streamline the creation of pitch books and models
- Employ data visualization software like Power BI to generate data-driven insights and reports for client materials
Benefits
- Periodic sabbaticals during career
- Shareholder opportunities
- Mandatory paid time off (PTO)
- Robust 401k match
- Profit-sharing contribution
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
