Investment Banking Analyst Tech & Services

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:

• Demonstrate strong commercial judgment and market awareness with a deep understanding of the investment banking landscape key industry trends and client priorities

• Analyze complex financial statements and business performance metrics to identify opportunities risks and key value drivers

• Handle review and synthesise large volumes of data identifying and clearly articulating the patterns trends inconsistencies and opportunities that inform the teams analysis and recommendations

• Build and maintain sophisticated financial models including valuation merger consequences LBO and operating models to support strategic advice and transaction execution

• Review a range of business models and key performance metrics to help build a compelling investment case and equity story and prepare clear concise and compelling written materials including client communications transaction documentation

• Support the execution of live transactions across M&A capital raising and strategic advisory engagements working directly with senior bankers C-suite and management teams and third-party advisers

• Develop high-quality client presentations and marketing materials that communicate complex financial and strategic concepts with clarity and impact

• Maintain a strong understanding of global capital markets equity performance and broader economic trends to inform client discussions and transaction strategy

• Work on cross-border and multi-market transactions drawing on Bairds international platform and global reach to advise clients well beyond a single regional market

• Conduct in-depth company industry and market research using leading investment banking databases and proprietary resources to generate insights and support client recommendations

What Youll Bring to Baird:

• A bachelors degree (or equivalent) ideally in a numerate business or related discipline

• 1-2 years of experience in Investment Banking (sell-side M&A corporate finance or transaction services)

• A genuine interest in and working knowledge of the Technology & Services sector; prior sector-coverage experience is a plus

• A strong academic record and interest in finance and capital markets

• A solid work ethic teamwork skills and self-direction

• Excellent quantitative writing and verbal communication

• Strong data-analysis skills with the ability to handle review and synthesise large volumes of information to identify patterns trends and outliers

• Strong organisational skills exceptional attention to detail and the ability to manage multiple priorities

• Advanced proficiency in Microsoft Excel PowerPoint and Word; familiarity with financial databases (e.g. Capital IQ PitchBook Mergermarket) is an advantage

• Fluency in English; additional European languages an advantage

• A genuine drive to win and a strong commitment to internal and external client service

• The ability to adapt quickly to new tasks and thrive under changing priorities

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