Robert W. Baird

Investment Banking Analyst - Energy (Summer 2027)

Robert W. Baird • $110K *
Houston, TX 77084In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Graduation by Winter 2026 or Spring 2027 required.
  • Strong academic record with a passion for finance, finance degree preferred but not mandated.
  • Strong work ethic, drive, and resilience essential.
  • Proficient in mathematical, verbal, and writing skills plus relevant software.
  • SIE and Series 79 licensing preferred, or ability to obtain them quickly.
  • Experience with AI tools (e.g., Rogo, CoPilot) is a plus.
  • Familiarity with data visualization tools (Power BI, Tableau, etc.) is advantageous.

Responsibilities

  • Provide analytical support in mergers and acquisitions and financial advisory services.
  • Prepare company valuations and develop financial models and marketing materials with the team.
  • Assist in business development through research and preparation for client meetings.
  • Gain hands-on experience alongside junior and senior investment bankers throughout deals.
  • Leverage AI tools to enhance pitch book creation and utilize data visualization for client insights.

Benefits

  • Protected Friday nights and Saturdays off.
  • Periodic sabbaticals offered during your career.
  • Shareholder opportunities available.
  • Mandatory paid time off (PTO) for employees.
  • 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 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


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


  • Winter 2026 or Spring 2027 graduation date required


  • 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 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.

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
Size
4,600 employees
Industry
Finance & Insurance
* Ladders Estimates

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