Investment Banking Analyst

Baird; New York (NY); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Protected Friday nights and Saturdays

Sabatticals

401k match and profit-sharing

PTO

Job summary

Baird in New York is seeking an analyst to support Consumer, Healthcare, Industrial, and Tech & Services groups. You’ll learn quickly and handle meaningful work from the start, collaborating with the team on valuations, financial modeling, and client pitches.

You will work closely with junior and senior bankers across deal stages, gaining hands‑on experience and exposure to cross‑geography collaboration, with a culture that rewards ambition and teamwork.

Qualifications

• 12–24 months of full-time work experience (investment banking preferred).
• Finance degree helpful, but not required.
• Drive, resilience, and a strong work ethic.
• Strong mathematical, writing, and verbal skills; proficiency with relevant software.

Responsibilities

• 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.

Skills

Analytical skills

Strong mathematical skills

Written and verbal communication

Teamwork and collaboration

Software proficiency

Education

Finance degree helpful

Tools

SIE licensing preferred

Series 79 licensing preferred

Rogo

CoPilot

auxi

Power BI

Tableau

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‑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

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