Investment Banking Analyst - Tech & Services

1w1 week ago

Baird

London, GB · Full-time · £70,000 – £90,000

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