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Baird

Wealth management and investment banking services

Investment Banking Analyst

Investment BankingConfirmed live in the last 24 hours
Full-timeHybrid

About the Job

Requirements

  • The candidate should have 12–24 months of full-time work experience; investment banking experience is preferred.
  • The candidate should have a proven academic record and a passion for finance; a finance degree is helpful but not required.
  • The candidate should demonstrate strong mathematical, writing, and verbal skills, as well as relevant software proficiency.
  • The candidate should have or be able to obtain SIE and Series 79 licenses quickly; these licenses are 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 tools is preferred.

Responsibilities

  • Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services.
  • Work with the team to 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 alongside junior and senior investment bankers, gaining hands-on experience across every stage of a deal.
  • 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 generate data-driven insights and reports for client materials.
  • Contribute across transaction stages, from conducting research to facilitating due diligence.
  • Support client objectives by collaborating with teams across geographies, sectors, and specialties.
  • Contribute to conversations with investor and corporate management clients around the world.

Desired Qualifications

  • Investment banking experience is preferred.
  • A finance degree is helpful but not required.
  • 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 tools is preferred.

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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