M&A & Public Equity Associate — Industrial Deals Lead

Baird Careers

Charlotte (NC)

On-site

USD 175,000 - 200,000

Full time

14 days+

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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