Robert W. Baird

Investment Banking Associate - Healthcare

Robert W. Baird$175K — $200K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • At least one year of experience in a financial or quantitative role
  • Strong analytical skills and attention to detail
  • Proven track record of delivering results
  • Excellent communication and leadership qualities
  • Familiarity with AI tools like Rogo, CoPilot, and auxi is preferred
  • Experience with data visualization tools such as Power BI or Tableau is a plus

Responsibilities

  • Lead execution of public equity offerings, M&A, and strategic financial advisory services
  • Prepare company valuations, financial models, and client presentations
  • Conduct research and analysis to support business development
  • Interact directly with senior bankers and client executives
  • Utilize AI tools for creating pitch books and data visualization for client materials

Benefits

  • Protected time off on Friday nights and Saturdays
  • Periodic career sabbaticals
  • Shareholder opportunities available
  • Mandatory paid time off (PTO)
  • Robust 401k match and profit-sharing contribution
Full Job Description

What You’ll Do:

Responsibility that shapes your skill. Work that deepens your impact.

  • 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

  • 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:

A team that runs on trust, momentum, and shared values

  • Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions

  • Take on greater ownership through lean deal teams that offer more responsibility

  • Navigate clear paths for progression with mentorship, visibility, and real opportunity

  • Advance alongside elite, high-performing peers who hold each other to a high standard

  • Collaborate across Baird’s global investment banking platform500+ banking associates working together to drive results across geographies, sectors, and specialties

  • Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose

What It Takes:

We’re looking for people ready to lead with focus and integrity

  • At least one year of full-time experience in a solution-focused financial or quantitative 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

  • 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:

  • $175,000 - $200,000 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
Size
4,600 employees
Industry

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