Robert W. Baird

Investment Banking Associate - Tech & Services

Robert W. Baird • $175K — $200K *
Chicago, IL 60629In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3-5 years in a financial or quantitative role, preferably in Investment Banking
  • Strong analytical and detail-oriented with a proven track record
  • Excellent communication and leadership skills
  • Ability to thrive in high-performance, collaborative environments
  • Experience with AI tools like Rogo and auxi preferred
  • Familiarity with data visualization software like Power BI or Tableau

Responsibilities

  • Lead execution of public equity offerings, M&A, and financial advisory services
  • Prepare valuations, financial models, and marketing materials
  • Contribute to business development through research and analysis
  • Engage with senior bankers and client executives directly
  • Utilize AI tools to enhance creation of pitch books and financial models
  • Leverage data visualization software for client report generation

Benefits

  • Protected time off on Friday nights and Saturdays
  • Opportunity for periodic sabbaticals during career
  • Potential for shareholder participation
  • Mandatory paid time off (PTO)
  • Strong 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 platform-500+ 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

  • 3-5 years of full-time experience in a solution-focused financial or quantitative role; Investment Banking preferred


  • 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 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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