Equity Capital Markets Analyst

ROBERT W. BAIRD & CO. INCORPORATED; Milwaukee (WI); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Protected time off

Sabbaticals

Shareholder opportunities

PTO

401k match

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking enthusiastic candidates in Milwaukee to support investment banking deals from research through due diligence and client interactions.

You will work closely with teams across the deal lifecycle, gain exposure to public offerings and financing transactions, and contribute to client pitches with analytical insights and data visualization. The role emphasizes collaboration, rapid learning, and meaningful responsibility, with licensing expectations and a

Qualifications

• 12–24 months of full‑time work experience in investment banking preferred.
• Finance degree is helpful but not required.
• SIE and Series 79 licensing preferred (or ability to obtain quickly).
• Experience with AI tools such as Rogo, CoPilot, and auxi is preferred.

Responsibilities

• Provide analytical support on public offerings, financing transactions and other financial advisory services for our clients.
• Contribute to business development through research, analysis, and client meeting preparation.
• Work with junior and senior bankers to gain hands‑on experience across deal stages.
• Collaborate across investment banking and sales & trading to drive transaction advisory and deal execution.
• Use AI tools to streamline pitch books and models, and employ Power BI for data-driven client materials.

Skills

Analytical thinking

Teamwork

Written & verbal communication

Independent work

Strong work ethic

Education

Finance degree helpful

Tools

Power BI

Tableau

Rogo

CoPilot

auxi

Job description

High-profile deals, major growth, the right people behind you. Grow far at Baird.

Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you’ll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success.

What You’ll Do

Learn by doing and be trusted with meaningful work from the jump

• Provide analytical support on public offerings, financing transactions and other financial advisory services for our clients
• Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches
• Work side-by-side with both junior and senior investment bankers, gaining hands‑on experience across every stage of a deal
• Partner across the investment banking and sales & trading platforms to drive transaction advisory and deal execution
• Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials

What You’ll Gain

The kind of environment that turns early talent into lasting careers

• Contribute to every stage of a transaction, from conducting research to facilitating due diligence
• Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives
• Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world
• Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity

What It Takes

We’re looking for people who want to go far, and go together

• A candidate energized by learning, teamwork, and real responsibility
• 12-24 months of full‑time work experience (investment banking preferred)
• A proven academic record and a passion for finance (a finance degree is helpful, but not required)
• Drive, resilience, and a strong work ethic
• Ability to work independently and thrive in a collaborative setting
• Strong mathematical, writing, and verbal skills; relevant software proficiency
• SIE and Series 79 licensing preferred (or the ability to obtain them quickly)
• Experience with AI tools such as Rogo, CoPilot, and auxi is preferred
• Familiarity with data visualization tools such as Power BI, Tableau, or similar

Compensation and Benefits:

• $110,000 - $125,000 annual salary with bonus potential
• Compensation and bonus are commensurate with experience, performance and/or GIB profitability

In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit‑sharing contribution

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.