About the Role:
At Baird our Investment Bankers are dedicated to excellence and quality fostering a team-oriented environment that leads to outstanding results and employee fulfillment. We are seeking an Investment Banking Analyst in the Tech & Services sector to support growth. This role requires a motivated individual with sell-side experience. Our Global Investment Banking division provides M&A debt advisory and financing services to middle-market companies. As a Baird Investment Banker youll work on high-profile transactions gaining insights across various sectors while contributing to our clients long-term success.
The Impact Youll Make:
Be an integral part of investment banking teams supporting 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.
Help with trade processing including report generation and account reconciliation.
Handle client communications explaining policies as needed.
Compose routine letters and compile client meeting information.
Support timely completion of client reports.
What Youll Bring to Baird:
1-2 years of sell-side experience at a top-tier investment bank.
A strong academic record and interest in Finance.
A 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.
Ability to work effectively as a team player.
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
IC
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.