About the Role:
At Baird, our Investment Bankers are dedicated to excellence and quality, fostering a team-oriented environment that leads to outstanding results and employee fulfillment. We are seeking an Investment Banking Analyst in the Tech & Services sector to support growth. This role requires a motivated individual with sell-side experience. Our Global Investment Banking division provides M&A, debt advisory, and financing services to middle-market companies. As a Baird Investment Banker, you'll work on high-profile transactions, gaining insights across various sectors while contributing to our clients' long-term success.
To apply, please submit your CV and a representative deal sheet outlining relevant transaction experience.
The Impact You’ll Make:
Be an integral part of investment banking teams, supporting mergers, acquisitions, and financial advisory.
Prepare company valuations, financial models, marketing documents, and presentations.
Review client investment statements and calculate monthly returns.
Create customized Excel spreadsheets for portfolio management.
Execute advanced word processing and spreadsheet tasks.
Help with trade processing, including report generation and account reconciliation.
Handle client communications, explaining policies as needed.
Compose routine letters and compile client meeting information.
Support timely completion of client reports.
What You’ll Bring to Baird:
1-2 years of sell-side experience at a top-tier investment bank.
A strong academic record and interest in Finance.
A solid work ethic, teamwork skills, and self-direction.
Excellent mathematical, writing, verbal, and computer skills.
Strong interpersonal communication and professionalism.
Strong organizational skills, detail-oriented, and able to multitask.
Proficiency in Microsoft Excel, Word, and PowerPoint; Access knowledge preferred.
Advanced math skills and strong language proficiency.
Ability to work effectively as a team player.
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Since 1919, Baird 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 $525 billion in client assets and employ more than 5,300 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/.
