Experienced Investment Banking Analyst (Tech & Services) jobs in United States
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Baird · 3 days ago

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.

Financial Services
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Growth Opportunities
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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

Qualification

Financial modelingMergersAcquisitionsData visualizationAI toolsSIESeries 79 licensingMathematical skillsVerbal skillsTeamworkWork ethicWriting skills

Required

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

Preferred

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

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.

Funding

Current Stage
Late Stage

Leadership Team

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Ross W. Williams
Chief Operating Officer, Global Investment Banking
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Adam W. Czaia
Managing Director
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Company data provided by crunchbase