Investment Banking Analyst

Baird; Milwaukee (WI); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Bonus potential

Comprehensive benefits

PTO and 401k match

Shareholder opportunities

Job summary

Baird offers a standout entry into investment banking, emphasizing real transaction work, mentorship, and a collaborative culture. Analysts join across Consumer, Healthcare, Industrial, and Tech & Services groups to gain hands-on experience and client-facing materials.

You’ll build models, prepare valuations, and contribute to client meetings while leveraging AI tools and data visualization to deliver compelling pitches and insights globally.

Qualifications

• Team-oriented mindset with strong analytical capabilities.
• Experience in financial analysis and modeling for deals.
• Comfort preparing pitches, client materials, and due diligence support.
• Willingness to learn and take on responsibility in a fast-paced team.
• Familiarity with AI tools and data visualization software.

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 and client meeting prep
• Collaborate with junior and senior bankers across deal stages
• Utilize AI tools to streamline pitch books and models; generate data-driven insights with Power BI

Skills

Teamwork

Financial analysis

Valuation modeling

Communication

Independent work

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.

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

What You’ll Do

• 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

• 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

• 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.