Robert W. Baird

Equity Capital Markets Analyst

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

Qualifications

  • 12–24 months of full-time investment banking experience preferred
  • Proven academic record with a passion for finance
  • Strong drive, resilience, and work ethic
  • Ability to thrive in both independent and collaborative settings
  • Excellent mathematical, writing, and verbal skills
  • Proficiency in relevant software tools
  • SIE and Series 79 licensing preferred, or ability to obtain them quickly
  • Familiarity with AI tools like Rogo and auxi is preferred
  • Experience with data visualization tools like Power BI or Tableau

Responsibilities

  • Provide analytical support on public offerings and financing transactions
  • Contribute to business development by conducting research and preparing for client meetings
  • Work closely with investment bankers throughout every stage of a deal
  • Partner with investment banking and sales & trading teams for transaction advisory
  • Utilize AI tools to enhance pitch book creation and modeling
  • Employ data visualization software to generate insights for client materials

Benefits

  • Protected Friday nights and Saturdays
  • Periodic sabbaticals during career
  • Shareholder opportunities
  • Mandatory paid time off (PTO)
  • Robust 401k match and profit-sharing contributions
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 andincluding: 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.

About Robert W. Baird

Robert W. Baird & Co. is an employee-owned, international wealth management, capital markets, private equity, and asset management firm with offices in the United States, Europe, and Asia. Baird offers investment banking, institutional sales and trading, research coverage, corporate services, and wealth management. The firm has approximately 4,600 associates serving the needs of individual, corporate, institutional, and municipal clients and more than $305 billion in client assets as of December 31, 2020.
Learn more about Robert W. Baird
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4,600 employees
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