Investment Banking Analyst, Private Capital Markets (Equity)

ROBERT W. BAIRD & CO. INCORPORATED; New York (NY); Hybrid; USD 110,000 - 125,000; Full time

Job summary

An established industry player is seeking a motivated Investment Banking Analyst to join their Private Capital Markets team. This role offers the chance to engage in the preparation of financial models and client presentations while managing investor relations during capital raises. You will gain valuable insights into credit quality, valuation, and the dynamics of debt and equity markets. The company fosters a unique culture that values diverse perspectives and teamwork, providing opportunities for professional growth and close interaction with senior bankers. If you're eager to develop your finance career in a dynamic environment, this opportunity is perfect for you.

Benefits

Hybrid work options

Periodic Sabbaticals

Protected Friday nights & Saturdays

Shareholder opportunities

Mandatory paid time off (PTO)

Robust 401k match and profit-sharing

Qualifications

• Proven academic record and interest in finance required.
• Ability to work in teams and independently is essential.

Responsibilities

• Assist in financial models and client presentations.
• Manage investors during the capital raise process.
• Conduct research for thematic publications and business generation.

Skills

Corporate Finance Concepts

Private Equity Markets

Debt Markets

Mathematical Skills

Writing Skills

Computer Skills

Work Ethic

Education

Bachelor's Degree in Finance or related field

Job description

Investment Banking Analyst, Private Capital Markets (Equity)

Baird is a leading global investment bank with more than 545 banking associates across the world. We provide corporations, entrepreneurs, private equity and other financial sponsors with in-depth market knowledge and a broad range of advisory and financing solutions. Since 2020, Baird has completed nearly 760 advisory transactions, representing $353 billion in transaction value, and 391 financings, raising over $163 billion. Committed to being a great place to work, Baird has been recognized as a Great Place to work since 2004.

About the Private Capital Markets Group

Baird’s Private Capital Markets (PCM) Group is a leader in providing bespoke financing solutions across the entire capital structure to our clients in the U.S. and Europe. Our equity product capabilities include highly structured minority equity and equity-linked securities for private issuers, PIPEs, and company-led secondary liquidity solutions. Our debt product capabilities include asset-based, 1st & 2nd lien, unitranche, mezzanine, high-yield and other structured debt instruments. We assist clients with growth, acquisition and project financings, refinancings and recapitalizations, strategic partnerships and joint ventures. We work across all industries and partner with Baird’s vast network of industry coverage bankers to optimally position our clients for successful transactions. We advise management, shareholders and Board members through complex financing processes and deliver solutions to support our clients’ strategic objectives. Our team possesses strong relationships with a broad universe of investors globally, including private equity, hedge funds, family offices, alternative capital providers, banks, and non-bank credit funds, creating competitive processes that optimize pricing, terms, speed and certainty.

As an Analyst in the Private Capital Markets team, you will:

• Assist in the preparation of financial models, company marketing materials and client presentations
• Manage investors throughout capital raise process including facilitating their diligence
• Perform research and various analyses in support of thematic publications and new business generation
• Gain an expert understanding of the drivers of credit quality and valuation, the mechanics of credit agreements and investment documentation, market dynamics and the landscape of debt and equity investors
• Develop your skills through broad exposure to clients, investors, and Baird bankers

What we look for:

• Familiarity with corporate finance concepts and private equity and debt markets
• Candidates must have a proven academic record and interest in finance
• The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; (iii) excellent mathematical, writing, and computer skills
• Series 63 & 79 licensing preferred or ability to quickly obtain

What makes this opportunity great:

• You’ll play an integral role on Baird’s Global Investment Banking Team
• You’ll be a part of a unique culture that values diverse backgrounds and perspectives while emphasizing teamwork, respect and a strong sense of partnership
• You’ll develop professionally through lean deal teams which provide greater responsibility and daily interaction with senior bankers
• You’ll develop close relationships with the private equity buyside

Additional Details:

Compensation Information:

• Min: $110,000 – Max: $125,000 Annual Salary
• Merit-based bonus

*Compensation and bonus are commensurate with experience, performance and/or GIB profitability

The Baird Difference

In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and unique benefits including:

• Hybrid work options
• Periodic Sabbaticals during career
• Protected Friday nights & Saturdays
• Shareholder opportunities
• Mandatory paid time off (PTO)
• Robust 401k match and profit-sharing contribution

Diversity Commitment:

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.