Investment Banking Associate: Lead M&A & Equity Offerings

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

Job summary

Baird is seeking ambitious investment banking associates to take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success.

You’ll lead execution of public equity offerings, mergers and acquisitions, and other strategic advisory work across multiple sectors, while building valuations, models, and client presentations with AI tools and Power BI to deliver data-driven insights.

Qualifications

• At least one year of full-time experience in a solution-focused financial or quantitative 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.

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
• 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

Attention to detail

Communication

Leadership

Initiative

Client-focused mindset

Tools

Power BI

Tableau

Rogo

CoPilot

auxi

Job description

Baird is seeking ambitious investment banking associates to take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success.

You’ll lead execution of public equity offerings, mergers and acquisitions, and other strategic advisory work across multiple sectors, while building valuations, models, and client presentations with AI tools and Power BI to deliver data-driven insights.