Investment Banking Associate, Industrial (Charlotte, NC)

Baird•Charlotte, NC

7d•$175,000 - $200,000

About The Position

Investment Banking Associate, Industrials (Charlotte, NC) Baird is a leading global investment bank with more than 545 banking associates across the world. We provide corporations, entrepreneurs, private equity and other financial sponsors with in-depth market knowledge and a broad range of advisory and financing solutions. Since 2020, Baird has completed nearly 760 advisory transactions, representing $353 billion in transaction value, and 391 financings, raising over $163 billion. Committed to being a great place to work, Baird has been recognized as a Great Place to work since 2004. Our global team ranks as one of the leading Industrial M&A advisors among all investment banks. With significant resources committed in the United States and Europe, our Industrial team’s global investment banking and financial sponsor coverage platform provides an extensive network of relationships among active Industrial strategic buyers and investors around the world. Baird’s Global Industrial platform includes over 100 investment bankers, who have completed over 280 M&A and financing transactions since 2020. Complex deals, real ownership, and career momentum. Grow further at Baird. 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.

Requirements

At least one year of full-time experience in an Investment Banking Associate or equivalent 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
Oversee deal execution by directing analysts in their use of AI platforms like Rogo for due diligence and research, while using tools like Power BI to synthesize complex data into strategic advice for clients