Experienced Investment Banking Analyst (Tech & Services)

Baird is a company that offers a unique start to a career in investment banking, emphasizing growth and collaboration. They are looking for an experienced Investment Banking Analyst to join their Tech & Services team, where the role involves providing analytical support across various financial advisory services and contributing to business development efforts.

Responsibilities

• Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services
• Work with your team to prepare company valuations, build financial models, and create marketing materials
• Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches
• Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal
• Use AI tools like Rogo and Auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials
• Contribute to every stage of a transaction, from conducting research to facilitating due diligence
• Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives
• Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world
• Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity

Skills

• A candidate energized by learning, teamwork, and real responsibility
• 12–24 months of full-time work experience (investment banking preferred)
• A proven academic record and a passion for finance (a finance degree is helpful, but not required)
• Drive, resilience, and a 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 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

Benefits

• Protected Friday night and Saturdays
• Periodic sabbaticals during career
• Shareholder opportunities
• Mandatory paid time off (PTO)
• Robust 401k match and profit-sharing contribution

Company Overview