About this role
At Baird, Investment Bankers are dedicated to excellence and quality, fostering a team-oriented environment that leads to outstanding results and employee fulfillment. The Global Investment Banking division provides M&A, debt advisory, and financing services to middle-market companies. Seeking a motivated Analyst in Tech & Services with sell-side experience to support growth.
As an integral part of investment banking teams, support mergers, acquisitions, and financial advisory. Prepare company valuations, financial models, marketing documents, and presentations. Review client investment statements and calculate monthly returns.
Create customized Excel spreadsheets for portfolio management and execute advanced word processing tasks. Assist with trade processing, including report generation and account reconciliation. Handle client communications, compose routine letters, and compile client meeting information.
Work on high-profile transactions, gaining insights across sectors while contributing to clients' long-term success. Thrive in a collaborative setting focused on quality and team fulfillment. Support timely completion of client reports.
Requirements
- 1-2 years of sell-side experience at a top-tier investment bank
- Strong academic record and interest in Finance
- Solid work ethic, teamwork skills, and self-direction
- Excellent mathematical, writing, verbal, and computer skills
- Strong interpersonal communication and professionalism
- Strong organizational skills, detail-oriented, and able to multitask
- Proficiency in Microsoft Excel, Word, and PowerPoint; Access knowledge preferred
- Advanced math skills and strong language proficiency
Responsibilities
- Support investment banking teams on mergers, acquisitions, and financial advisory
- Prepare company valuations, financial models, marketing documents, and presentations
- Review client investment statements and calculate monthly returns
- Create customized Excel spreadsheets for portfolio management
- Execute advanced word processing and spreadsheet tasks
- Assist with trade processing, including report generation and account reconciliation
- Handle client communications, explaining policies as needed
- Compose routine letters and compile client meeting information
Benefits
- Committed to diversity and provides employment opportunities without regard to protected status
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