Equity Capital Markets Analyst

Baird
Milwaukee
Workplace: HybridFull timeUSD 110,000 - 125,000 annuallyFunction: Design (Product/UX/UI/Visual)Experience: 1-2 yearsSkills: ["Analytical skills","Teamwork","Communication","Independence","Strong work ethic"]

Provide analytical support for public offerings, financing transactions, and other capital markets advisory work. Contribute to business development by researching, analyzing, and preparing materials for client meetings and pitches. Work closely with junior and senior investment bankers and across investment banking plus sales & trading teams to support deal execution. Use AI tools (e.g., Rogo, auxi, CoPilot) and data visualization (e.g., Power BI/Tableau) to streamline pitch book and model creation for client deliverables.

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Baird
Baird
6 days ago

Equity Capital Markets Analyst

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Provide analytical support for public offerings, financing transactions, and other capital markets advisory work. Contribute to business development by researching, analyzing, and preparing materials for client meetings and pitches. Work closely with junior and senior investment bankers and across investment banking plus sales & trading teams to support deal execution. Use AI tools (e.g., Rogo, auxi, CoPilot) and data visualization (e.g., Power BI/Tableau) to streamline pitch book and model creation for client deliverables.
Location: Milwaukee
Workplace: Hybrid
Employment Type: Full time
Job Function: Design (Product/UX/UI/Visual)
Seniority: Mid level

Key Responsibilities

  • •Provide analytical support on public offerings, financing transactions, and other financial advisory services.
  • •Contribute to business development through research, analysis, and preparation for client meetings and pitches.
  • •Work side-by-side with junior and senior investment bankers across every stage of a deal.
  • •Partner across investment banking and sales & trading platforms to drive transaction advisory and deal execution.
  • •Use AI tools (e.g., Rogo, auxi) and data visualization (e.g., Power BI) to create pitch books/models and generate client-ready insights and reports.

Pay and Benefits

Salary: USD 110,000 - 125,000 annually
Perks:Paid Leave401kProfit-sharingSabbatical

Key Requirements

  • •12–24 months of full-time work experience (investment banking preferred).
  • •Strong academic record and passion for finance (finance degree helpful but not required).
  • •Drive, resilience, strong work ethic, and ability to work independently while collaborating.
  • •Strong mathematical, writing, and verbal skills with relevant software proficiency.
  • •SIE and Series 79 licensing preferred (or ability to obtain quickly).
Experience:1-2 yearsInvestment banking
Education:
Skills:Analytical skillsTeamworkCommunicationIndependenceStrong work ethic
Licenses:SIESeries 79
Tech Stack:RogoAuxiPower BITableauCopilotAI toolsPitch booksModels

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