Baird
Investment Banking
InvestmentBankingAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Investment Banking Analyst at Baird. Skills: Investment banking, Financial advisory, Mergers and acquisitions. Support mergers. Support acquisitions”
What You'll Achieve.
Support client success
Industry & Context.
What They're Looking For.
Must Have
1-2 years sell-side experience, 1-2 years investment bank experience
Nice to Have
Microsoft Access knowledge preferred
What You'll Do.
Support financial advisory
Prepare company valuations
Prepare financial models
Prepare marketing documents
Prepare presentations
Review client investment statements
Calculate monthly returns
Create customized Excel spreadsheets
Execute advanced word processing tasks
Execute advanced spreadsheet tasks
Help with trade processing
Handle client communications
Compose routine letters
Compile client meeting information
Support timely completion of client reports
How You'll Work.
Team & Collaboration
Integral part of teams
Communication Scope
Verbal skills; Writing skills
Full Job Description
**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 Industrials and Consumer 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, you'll work on high-profile transactions, gaining insights across various sectors while contributing to our clients' long-term success. **The Impact You’ll 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 You’ll 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. _Baird is committed to diversity and provides employment opportunities to all em
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