About this role
At Baird, Investment Bankers are dedicated to excellence and quality in 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. This Analyst role in Tech & Services supports growth with sell-side experience.
You will be an integral part of investment banking teams supporting mergers, acquisitions, and financial advisory. Prepare company valuations, financial models, marketing documents, and presentations. Execute advanced tasks in Excel, Word, and spreadsheets for portfolio management and client reports.
Review client investment statements, calculate monthly returns, and assist with trade processing including report generation and account reconciliation. Handle client communications, explain policies, compose routine letters, and compile meeting information. Support timely completion of client reports in a collaborative setting.
Work on high-profile transactions gaining insights across sectors while contributing to clients' long-term success. To apply, submit your CV and a representative deal sheet outlining relevant transaction experience. Baird fosters a professional, detail-oriented team environment.
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, report generation, and account reconciliation
- Handle client communications and explain policies as needed
- Compose routine letters and compile client meeting information
Benefits
- Team-oriented environment leading to outstanding results and employee fulfillment
- Work on high-profile transactions across various sectors
- Commitment to diversity and equal employment opportunities without regard to protected statuses
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