Investment Banking Associate - Industrial

Baird Careers; Charlotte (NC); On-site; USD 175,000 - 200,000; Full time

Job summary

Baird, a leading global investment bank, seeks an Investment Banking Associate in Charlotte to execute M&A and public equity offerings, lead financial analyses, and support senior bankers with strategic client advisory. The role emphasizes AI-enabled due diligence, data-driven insights, and cross-functional collaboration with deal teams.

Ideal candidates bring 1+ year IB experience, strong analytics, and leadership, alongside familiarity with Power BI/Tableau.

Qualifications

• At least one year of full-time experience in an Investment Banking Associate or equivalent role.
• Strong analytical skills, attention to detail, and a track record of delivering results.
• Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team.
• Experience with AI tools such as Rogo, CoPilot, and auxi is preferred.
• Familiarity with data visualization tools such as Power BI, Tableau, or similar.

Responsibilities

• Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors
• Drive the preparation of company valuations, financial models, marketing materials, and client presentations
• Contribute to business development efforts through research and analysis
• Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making
• Oversee deal execution by directing analysts in their use of AI platforms like Rogo for due diligence and research, while using tools like Power BI to synthesize complex data into strategic advice for clients

Skills

Analytical skills

Leadership

Communication

Team collaboration

Client management

Tools

Power BI

Tableau

Rogo

CoPilot

auxi

Job description

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.

Our global team ranks as one of the leading Industrial M&A advisors among all investment banks. With significant resources committed in the United States and Europe, our Industrial team's global investment banking and financial sponsor coverage platform provides an extensive network of relationships among active Industrial strategic buyers and investors around the world. Baird's Global Industrial platform includes over 100 investment bankers, who have completed over 280 M&A and financing transactions since 2020.

Complex deals, real ownership, and career momentum. Grow further at Baird.

Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success.

What You'll Do:

Responsibility that shapes your skill. Work that deepens your impact.

• Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors
• Drive the preparation of company valuations, financial models, marketing materials, and client presentations
• Contribute to business development efforts through research and analysis
• Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making
• Oversee deal execution by directing analysts in their use of AI platforms like Rogo for due diligence and research, while using tools like Power BI to synthesize complex data into strategic advice for clients

What You'll Gain:

A team that runs on trust, momentum, and shared values

• Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions
• Take on greater ownership through lean deal teams that offer more responsibility
• Navigate clear paths for progression with mentorship, visibility, and real opportunity
• Advance alongside elite, high-performing peers who hold each other to a high standard
• Collaborate across Baird's global investment banking platform—500+ banking associates working together to drive results across geographies, sectors, and specialties
• Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose

What It Takes:

We're looking for people ready to lead with focus and integrity

• At least one year of full-time experience in an Investment Banking Associate or equivalent role
• Strong analytical skills, attention to detail, and a track record of delivering results
• Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team
• Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment
• 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:

• $175,000 - $200,000 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.

Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions. Any unsolicited resumes received will not be treated as valid applications.