Baird is a company that offers a unique start to a career in investment banking, emphasizing growth and collaboration. They are looking for an experienced Investment Banking Analyst to join their Tech & Services team, where the role involves providing analytical support across various financial advisory services and contributing to business development efforts.
Responsibilities
- Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services
- Work with your team to prepare company valuations, build financial models, and create marketing materials
- Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches
- Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal
- Use AI tools like Rogo and Auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials
- Contribute to every stage of a transaction, from conducting research to facilitating due diligence
- Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives
- Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world
- Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity
Skills
- A candidate energized by learning, teamwork, and real responsibility
- 12–24 months of full-time work experience (investment banking 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 licensing preferred (or the ability to obtain them quickly)
- Experience with AI tools such as Rogo, CoPilot, and Auxi is preferred
- Familiarity with data visualization tools such as Power BI, Tableau, or similar
Benefits
- Protected Friday night and Saturdays
- Periodic sabbaticals during career
- Shareholder opportunities
- Mandatory paid time off (PTO)
- Robust 401k match and profit-sharing contribution
Company Overview
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. It was founded in 1919, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is http://www.rwbaird.com.
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