Investment Banking Associate - Industrial

Baird
Charlotte
Workplace: HybridFull timeUSD 175,000 - 200,000 annuallyFunction: Banking, Lending & CreditExperience: 1+ yearsSkills: ["Analytical skills","Attention to detail","Communication","Leadership","Collaboration"]

Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic advisory services across sectors. Prepare company valuations, financial models, marketing materials, and client presentations. Contribute to business development via research and analysis, and work directly with senior bankers and client executives. Oversee deal execution by directing analysts using AI platforms for due diligence and research, and using Power BI to synthesize insights for clients.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Baird
Baird
6 days ago

Investment Banking Associate - Industrial

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic advisory services across sectors. Prepare company valuations, financial models, marketing materials, and client presentations. Contribute to business development via research and analysis, and work directly with senior bankers and client executives. Oversee deal execution by directing analysts using AI platforms for due diligence and research, and using Power BI to synthesize insights for clients.
Location: Charlotte
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Execute public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors
  • •Prepare company valuations, financial models, marketing materials, and client presentations
  • •Contribute to business development through research and analysis
  • •Work directly with senior bankers and client executives to support leadership-level decision-making
  • •Oversee deal execution by directing analysts in due diligence and research using AI platforms, and synthesizing data into strategic advice for clients using Power BI

Pay and Benefits

Salary: USD 175,000 - 200,000 annually
Perks:Paid Leave401kProfit-sharing

Key Requirements

  • •At least one year of full-time experience in an Investment Banking Associate or equivalent role
  • •Strong analytical skills and attention to detail with a track record of delivering results
  • •Clear communication and strong leadership, with the ability to thrive in a collaborative, high-performing team
  • •Intellectual agility and initiative to grow in a fast-paced, client-focused environment
  • •Experience with AI tools such as Rogo, CoPilot, and auxi is preferred, and familiarity with data visualization tools such as Power BI or Tableau
Experience:1+ years
Skills:Analytical skillsAttention to detailCommunicationLeadershipCollaboration
Tech Stack:RogoCoPilotAuxiPower BITableauAI platformsFinancial models

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