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Baird

Wealth management and investment banking services

Equity Capital Markets Analyst

Investment BankingConfirmed live in the last 24 hours
Full-timeMilwaukee, WI, USAHybrid

About the Job

Requirements

  • 12–24 months of full-time work experience; investment banking experience is preferred.
  • A proven academic record and a passion for finance; a finance degree is helpful but not required.
  • Ability to work independently and collaboratively.
  • Strong mathematical, writing, and verbal skills, and relevant software proficiency.
  • SIE and Series 79 licenses are preferred, or the ability to obtain them quickly.
  • Experience with AI tools such as Rogo, CoPilot, and auxi is preferred.
  • Familiarity with data visualization tools such as Power BI, Tableau, or similar is preferred.

Responsibilities

  • Provide analytical support on public offerings, financing transactions, and other financial advisory services for clients.
  • 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.
  • Partner across investment banking and sales and trading platforms to support transaction advisory and deal execution.
  • Use AI tools such as Rogo and auxi to streamline pitch book and model creation, and use data visualization software such as Power BI to produce data-driven insights and reports for client materials.
  • Conduct research and facilitate due diligence across transaction stages.
  • Contribute to conversations with investor and corporate management clients around the world.

Desired Qualifications

  • Investment banking experience is preferred.
  • Experience with AI tools such as Rogo, CoPilot, and auxi is preferred.
  • Familiarity with data visualization tools such as Power BI, Tableau, or similar is preferred.
  • SIE and Series 79 licensing is preferred, or the ability to obtain them quickly.

About the Company

Baird

Wealth management and investment banking services

Baird provides financial services across four main areas: Wealth Management, Capital Markets, Private Equity, and Investment Banking. Its product mix ranges from financial planning and asset management for individuals and families to advisory services, capital-raising, and advisory for businesses, plus private equity investments and operating partner support. Baird’s services are delivered through a combination of client-advisor relationships, institutional trading, research, and investment products, with a focus on aligning investment solutions to client goals. The company differentiates itself through its employee-owned structure, global reach, and a broad, integrated platform that combines wealth management with corporate finance and investment activities. Baird’s stated goal is to help clients achieve “great outcomes” and do well for them, supported by deep expertise, a strong financial foundation, and a commitment to long-term relationships.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$844.8M
Headquarters
Milwaukee, WI
Founded
1919

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