At least one year of full-time experience in a solution-focused financial or quantitative role
Strong analytical skills and attention to detail
Proven track record of delivering results
Effective communication and leadership skills
Intellectual agility and initiative in high-paced environments
Familiarity with AI tools like Rogo, CoPilot and auxi is preferred
Experience with data visualization tools like Power BI or Tableau
Responsibilities
Lead execution of public equity offerings, mergers and acquisitions, and strategic financial advisory services
Prepare company valuations, financial models, marketing materials, and client presentations
Contribute to business development through research and analysis
Collaborate directly with senior bankers and client executives
Utilize AI tools to streamline pitch book and model creation
Employ data visualization software to generate client materials
Benefits
Protected Friday nights and Saturdays for personal time
Periodic sabbaticals throughout your career
Shareholder opportunities within the organization
Mandatory paid time off (PTO) policy
Robust 401k match and profit-sharing contributions
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.
