Investment Banking Analyst - Energy (Summer 2027)

ROBERT W. BAIRD & CO. INCORPORATED; Houston (TX); Presencial; USD 99.000 - 121.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health & wellbeing culture

Sabbicals

Shareholder opportunities

PTO and 401k match

Profit-sharing

Descripción de la vacante

ROBERT W. BAIRD & CO. INCORPORATED in Houston offers an energy investment banking opportunity designed for aspiring bankers to gain hands-on experience across deals.

You’ll work with a team on M&A, public offerings, and advisory projects, building valuations, models, and marketing data while engaging in client meetings and strategic discussions. You’ll learn through close mentorship, participate in research, and contribute to business development efforts in a collaborative, high-performance

Formación

• Interest in finance with a passion for deal making.
• Strong academic record and demonstrated analytical ability.
• Willingness to learn a fast-paced, collaborative environment.
• Open to gaining experience across M&A and capital markets.
• Ability to use AI tools and data visualization in client materials.

Responsabilidades

• 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 across all deal stages
• Utilize AI tools (Rogo, CoPilot, auxi) and Power BI to create data-driven client materials

Conocimientos

Analytical skills

Valuations

Financial modeling

Teamwork

Communication

Research

Client preparation

Educación

Finance degree helpful

Herramientas

Power BI

Tableau

Rogo

CoPilot

auxi

Descripción del empleo

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.

Join Baird’s Energy Investment Banking Group and work alongside a team with a proven track record of delivering comprehensive strategic advisory and capital markets services. Through active transactions, ongoing projects and frequent dialogue with industry leaders, you’ll gain unique insight into the dynamics shaping the energy sector. Learn more.

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:

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
• Winter 2026 or Spring 2027 graduation date required
• 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 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.