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Baird

Wealth management and investment banking services

Investment Banking Associate - Tech & Services

Investment BankingConfirmed live in the last 24 hours
Full-timeHybrid

About the Job

Requirements

  • 3–5 years of full-time experience in a solution-focused financial or quantitative role; investment banking experience is preferred.
  • Strong analytical skills and attention to detail.
  • Clear communication and leadership abilities, and the ability to work effectively in a collaborative, high-performing team.
  • Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment.
  • 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

  • Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors.
  • Drive the preparation of company valuations, financial models, marketing materials, and client presentations.
  • Contribute to business development efforts through research and analysis.
  • Work directly with senior bankers and client executives.
  • 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.

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.

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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