Equity Capital Markets Analyst

Baird$110K — $125K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 12-24 months of full-time work experience, preferably in investment banking
  • Strong academic background, demonstrating a passion for finance
  • Drive, resilience, and a robust work ethic
  • Ability to work autonomously as well as in a team environment
  • Proficient math, writing, and verbal communication skills; experience with relevant software
  • SIE and Series 79 licensing preferred, or ability to obtain quickly
  • Experience with AI tools like Rogo, CoPilot, and auxi preferred
  • Familiarity with data visualization tools such as Power BI or Tableau

Responsibilities

  • Provide analytical support for public offerings and financing transactions
  • Contribute to business development through research and client meeting preparation
  • Collaborate with junior and senior investment bankers throughout deal stages
  • Partner across investment banking and sales & trading platforms for transaction advisory
  • Utilize AI tools to streamline pitch book and model creation
  • Employ data visualization software to generate insights and reports for clients

Benefits

  • Protected Friday nights and Saturdays for work-life balance
  • Periodic sabbaticals throughout one’s career for personal growth
  • Shareholder opportunities to promote investment in the company
  • Mandatory paid time off (PTO) for rest and recharge
  • Robust 401k matching and profit-sharing contributions to enhance retirement savings
Full Job Description
What You'll Do

Learn by doing and be trusted with meaningful work from the jump
  • Provide analytical support on public offerings, financing transactions and other financial advisory services for our clients
  • 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
  • Partner across the investment banking and sales & trading platforms to drive transaction advisory and deal execution
  • 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

What You'll Gain

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

What It Takes

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

Compensation and Benefits:
  • $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

Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions. Any unsolicited resumes received will not be treated as valid applications.

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

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