Investment Banking Analyst, GP Solutions

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

Qualifications

  • 12-24 months of full-time experience in investment banking preferred
  • Strong academic record with a passion for finance, finance degree helpful but not required
  • Drive, resilience, and a strong work ethic
  • Ability to work both independently and collaboratively
  • Strong mathematical, writing, and verbal communication skills
  • Proficiency with relevant software, including AI and data visualization tools
  • SIE and Series 79 licensing preferred or a commitment to obtain them quickly

Responsibilities

  • Engage in hands-on learning with meaningful responsibilities from the start
  • Prepare company valuations, financial models, and marketing materials in collaboration with your team
  • Support business development through research, analysis, and meeting preparation
  • Manage investor relationships during the capital raising process and assist with due diligence
  • Collaborate with investment bankers to gain exposure across all stages of transactions
  • Assist mid-level and senior management in executing GP-led secondary transactions
  • Utilize AI tools to streamline pitch book creation and employ data visualization to deliver insights

Benefits

  • Environment fostering early talent development into lasting careers
  • Experience in GP-led secondary transaction origination and execution
  • Involvement in all stages of transactions from research to due diligence
  • Insight into cross-team collaboration supporting client objectives
  • Meaningful responsibility and contributions in client conversations
  • Culture emphasizing respect, ambition, collaboration, and recognition for hard work
Full Job Description
Join a Team Leading Momentum in GP-Led Solutions

Since launching in late 2022, Baird's Global GP Solutions Group has quickly set itself apart by delivering outstanding results and expanding its advisory footprint at an exceptional pace. With 15 GP-led transactions closed since 2024 - representing more than $5 billion in total volume - you'll gain exposure to one of the fastest-growing areas in private markets and work on deals that make an impact. Learn more .

What You'll Do:
  • Learn by doing and be trusted with meaningful work from the jump
  • 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
  • Manage investors throughout the capital raise process including by helping to facilitate their diligence
  • Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal
  • Work closely with mid-level and senior management to support execution of GP-led secondary transactions for key financial sponsor relationships
  • Hone your skills by working closely with sponsor clients, secondary investors and Baird's sector and product teams on a variety of GP-led transactions
  • Gain exposure to live GP-led transaction deal activity
  • 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
  • Gain relevant experience in all areas of GP-led secondary transaction origination and execution.
  • 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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