Investment Banking Associate - Tech & Services

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

Benefits offered by this job

Protected Friday nights and Saturdays

Career sabbaticals

Shareholder opportunities

PTO and 401k match

Profit-sharing contribution

Job summary

Baird is seeking an Associate to drive execution of public equity offerings, mergers and acquisitions, and strategic advisory for diverse industries. You will collaborate with senior bankers and clients to craft valuations, models, and presentation materials, leveraging AI tools and Power BI for data-driven insights.

You will gain ownership through lean deal teams, mentorship, and exposure to leadership decisions in a high-performance, collaborative culture at Baird.

Qualifications

• 3-5 years of full-time experience in a solution-focused financial or quantitative role; Investment Banking preferred.
• Strong analytical skills with attention to detail and a track record of delivering results.
• Clear communication, leadership and collaboration in high-performing teams.
• Experience with AI tools and data visualization to support client materials.

Responsibilities

• Lead role in executing public equity offerings, M&A, and strategic advisory across sectors.
• Prepare company valuations, financial models, marketing materials, and client decks.
• Contribute to business development through research and analysis.
• Work with senior bankers and executives, gaining leadership-level insights.
• Utilize AI tools (Rogo, CoPilot, auxi) and Power BI for pitch books and data-driven reports.

Skills

Analytical skills

Leadership

Power BI

Tableau

AI tools

Tools

Power BI

Tableau

Rogo

CoPilot

auxi

Job description

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
• 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

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

• 3-5 years of full-time experience in a solution-focused financial or quantitative role ; Investment Banking preferred
• 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.