Investment Banking Analyst

Baird; Charlotte (NC); On-site; USD 110,000 - 125,000; Full time

Job summary

Baird is seeking analysts to join our Consumer, Healthcare, Industrial, and Tech & Services groups in Charlotte. You will learn by doing, handling meaningful work from day one and collaborating with mentors on high-profile deals.

You will build valuations, develop financial models, and assist in creating client materials. Expect to use AI tools like Rogo, CoPilot, and Power BI to generate data-driven insights for pitches.

Qualifications

• Proven analytical ability with financial concepts and valuations.
• Interest or experience in mergers and acquisitions is preferred.
• Academic record and passion for finance but not strictly required.

Responsibilities

• Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services.
• Prepare company valuations, build financial models, and create marketing materials.
• Contribute to business development through research, analysis, and client meeting prep.
• Collaborate with junior and senior bankers to gain hands-on experience across deal stages.

Skills

Analytical thinking

Teamwork

Financial modeling

M&A knowledge

Drive and resilience

Education

Finance/business 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.

We are currently hiring analysts across our Consumer, Healthcare, Industrial, and Tech & Services groups.

What You’ll Do

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

• Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services


• Work with your team to prepare company valuations, build financial models, and create marketing materials


• 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


• 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

Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions. Any unsolicited resumes received will not be treated as valid applications.

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