Investment Banking Analyst

Baird
Chicago, Charlotte, Milwaukee, New York
Workplace: HybridFull timeUSD 110,000 - 125,000 annuallyFunction: Banking, Lending & CreditExperience: 12-24 yearsSkills: ["Teamwork","Communication","Problem-solving","Presentation","Analytical thinking"]

Investment Banking Analyst at Baird supports high-profile mergers & acquisitions, public offerings, and financial advisory work across Consumer, Healthcare, Industrial, and Tech & Services groups. You’ll build valuations, financial models, and client materials, while collaborating with teams across geographies. Expect hands-on deal exposure, use of AI tools like Rogo/auxi, and data visualization with Power BI to drive client insights.

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Baird
Baird
5 months ago

Investment Banking Analyst

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Last checked: 2 hours agoStatus: Live

Job Summary

Investment Banking Analyst at Baird supports high-profile mergers & acquisitions, public offerings, and financial advisory work across Consumer, Healthcare, Industrial, and Tech & Services groups. You’ll build valuations, financial models, and client materials, while collaborating with teams across geographies. Expect hands-on deal exposure, use of AI tools like Rogo/auxi, and data visualization with Power BI to drive client insights.
Location: Chicago, Charlotte, Milwaukee, New York
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
  • •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

Pay and Benefits

Salary: USD 110,000 - 125,000 annually
Perks:401kProfit SharingHealth InsurancePaid Leave

Key Requirements

  • •12–24 months of full-time work experience (investment banking preferred)
  • •a proven academic record and a passion for finance
  • •SIE and Series 79 licensing preferred (or the ability to obtain them quickly)
  • •strong mathematical, writing, and verbal skills; relevant software proficiency
  • •experience with AI tools such as Rogo, CoPilot, and auxi is preferred
Experience:12-24 yearsFinanceInvestment banking
Skills:TeamworkCommunicationProblem-solvingPresentationAnalytical thinking
Certifications:SIESeries 79
Languages:English
Tech Stack:Power BITableauRogoCoPilotAuxi

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