Investment Banking Analyst - Energy (Summer 2027)

Baird
Houston
Workplace: HybridFull timeUSD 110,000+ annuallyFunction: Banking, Lending & CreditSkills: ["Learning mindset","Teamwork","Independent work","Strong work ethic","Communication","Mathematical ability","Writing skills","Verbal skills"]

Support investment banking transactions within the Energy group, providing analytical help across M&A and capital markets engagements. Build valuations, financial models, and pitch materials, while contributing to business development through research and client-pitch preparation. Work closely with junior and senior bankers throughout the deal process, using tools like Rogo and auxi to streamline pitch books and Power BI for data-driven insights and reporting.

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Baird
Baird
1 day ago

Investment Banking Analyst - Energy (Summer 2027)

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Last checked: 10 hours agoStatus: Live

Job Summary

Support investment banking transactions within the Energy group, providing analytical help across M&A and capital markets engagements. Build valuations, financial models, and pitch materials, while contributing to business development through research and client-pitch preparation. Work closely with junior and senior bankers throughout the deal process, using tools like Rogo and auxi to streamline pitch books and Power BI for data-driven insights and reporting.
Location: Houston
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services.
  • •Prepare company valuations, build financial models, and create marketing materials.
  • •Contribute to business development through research, analysis, and preparation for client meetings and pitches.
  • •Support deal execution by assisting across research, due diligence, and other stages of transactions.
  • •Use AI tools and data visualization software to streamline pitch book/model creation and generate client-ready insights and reports.

Pay and Benefits

Salary: USD 110,000 annually
Perks:Paid Leave401kEquity

Key Requirements

  • •Winter 2026 or Spring 2027 graduation date required.
  • •Proven academic record and a passion for finance (finance degree helpful, but not required).
  • •Drive, resilience, and a strong work ethic, with the ability to work independently and thrive collaboratively.
  • •Strong mathematical, writing, and verbal skills with relevant software proficiency.
  • •SIE and Series 79 licensing preferred (or ability to obtain quickly).
Skills:Learning mindsetTeamworkIndependent workStrong work ethicCommunicationMathematical abilityWriting skillsVerbal skills
Certifications:SIESeries 79
Tech Stack:RogoAuxiPower BITableauAI toolsCoPilot

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Baird
Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Milwaukee, United States
Founded: 1919
WebsiteLinkedIn