Investment Banking Analyst — Global Deals & Growth

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

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.