Investment Banking Associate — Lead M&A & Equity Offerings

Baird; New York (NY); On-site; USD 175,000 - 200,000; Full time

Benefits offered by this job

Health & well-being

Sabbaticals

401k match

Job summary

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.

In this role, you will lead with focus and integrity, supporting public equity offerings, valuations, and client presentations while leveraging AI tools and Power BI to deliver data-driven insights for senior leadership and clients.

Qualifications

• At least one year of full-time experience in a solution-focused financial or quantitative role.
• Strong analytical skills and attention to detail.
• Clear communication and leadership within a high-performing team.
• Intellectual agility and initiative in a fast-paced, client-focused environment.
• Experience with AI tools such as Rogo, CoPilot, and auxi is preferred; familiarity with Power BI/Tableau.

Responsibilities

• Lead execution of public equity offerings, mergers and acquisitions, and strategic advisory services across sectors.
• Prepare company valuations, financial models, marketing materials, and client presentations.
• Contribute to business development through research and analysis.
• Work directly with senior bankers and client executives, gaining leadership-level insight.
• Use AI tools and data visualization to create pitch books and client materials.

Skills

Analytical skills

Attention to detail

Leadership

Communication

Tools

Rogo

CoPilot

auxi

Power BI

Tableau

Job description

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.

In this role, you will lead with focus and integrity, supporting public equity offerings, valuations, and client presentations while leveraging AI tools and Power BI to deliver data-driven insights for senior leadership and clients.