Baird · 1 week ago
Investment Banking Associate, Industrial (Charlotte, NC)
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
$175K/yr - $200K/yr
1+ years expBaird is a leading global investment bank with a strong focus on industrial sectors, seeking an Investment Banking Associate to join their team in Charlotte, NC. The role involves executing equity offerings and M&A transactions, preparing financial models, and collaborating with senior bankers and clients to drive impactful financial advisory services.
Financial Services
No H1B
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, gaining insight into leadership-level decision-making
Oversee deal execution by directing analysts in their use of AI platforms like Rogo for due diligence and research, while using tools like Power BI to synthesize complex data into strategic advice for clients
Qualification
Required
At least one year of full-time experience in an Investment Banking Associate or equivalent role
Strong analytical skills, attention to detail, and a track record of delivering results
Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team
Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment
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
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
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Ross W. Williams
Chief Operating Officer, Global Investment Banking
Adam W. Czaia
Managing Director
Recent News
2025-11-13
2025-11-11
2025-11-08
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