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Baird

Investment Banking Analyst

Baird

. Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services .

Posted 10/23/2026full-timeUnited StatesJunior💰 $110,000 - $125,000 per yearWebsite

Tech Stack

Tools & technologies
Tableau

About the role

Key responsibilities & impact
  • 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
  • Work with junior and senior investment bankers across every stage of a deal
  • Use AI tools such as Rogo and auxi to streamline pitch books and models
  • Use data visualization software such as Power BI to generate data-driven insights and reports for client materials
  • Conduct research and facilitate due diligence
  • Collaborate across geographies, sectors, and specialties to support client objectives
  • Contribute to conversations with investor and corporate management clients around the world

Requirements

What you’ll need
  • 12–24 months of full-time work experience (investment banking preferred)
  • Proven academic record and passion for finance
  • Finance degree helpful but not required
  • Drive, resilience, and 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 ability to obtain them quickly
  • Experience with AI tools such as Rogo, CoPilot, and auxi preferred
  • Familiarity with data visualization tools such as Power BI, Tableau, or similar
  • Must not now or in the future require sponsorship for employment visa status

Benefits

Comp & perks
  • Bonus potential
  • Protected Friday nights and Saturdays
  • Periodic sabbaticals during career
  • Shareholder opportunities
  • Mandatory paid time off (PTO)
  • Robust 401k match
  • Profit-sharing contribution
  • Health and well-being-focused culture
  • Comprehensive benefits
  • Opportunities for career growth and advancement