Investment Banking Analyst

About Baird Since 1919, Robert W. Baird & Co. Incorporated has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $595 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/. Social Media Disclosures: https://www.rwbaird.com/connect-with-baird/

Baird

Global Financial Expertise Focused on You. Discover the Baird Difference.

Wealth ManagementCapital MarketsAsset ManagementPrivate EquityInvestment BankingInstitutional Sales and TradingPublic FinanceInformation TechnologyEquity ResearchVenture Capital

B

rwbaird.com

5,001-10,000 employees

Financial Services

Milwaukee, WI

1919

Privately Held

106k LinkedIn followers

• Learn by doing and be trusted with meaningful work from the jump​
• 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
• The kind of environment that turns early talent into lasting careers​
• 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​
• We’re looking for people who want to go far, and go together​
• 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

• $110,000 - $125,000 annual salary with bonus potential
• Compensation and bonus are commensurate with experience, performance and/or GIB profitability
• In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution
• Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.