Tech & Services Investment Banking Associate — Lead M&A

Baird; Chicago (IL); On-site; USD 175,000 - 200,000; Full time

Benefits offered by this job

Bonus potential

401k match

Paid time off

Shareholder opportunities

Sabbaticals

Job summary

Baird is seeking an Associate in Chicago to lead on complex public equity offerings, M&A, and strategic financial advisory work. You will build valuations, financial models, and client presentations while collaborating with senior bankers and executives to shape strategic outcomes.

You will leverage AI tools like Rogo, CoPilot, and auxi, and use Power BI or Tableau to create data-driven insights for client materials. Strong leadership and communication are essential.

Qualifications

• 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.

Responsibilities

• Lead roles in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services.
• Drive preparation of valuations, financial models, marketing materials, and client presentations.
• Contribute to business development through research and analysis.
• Work directly with senior bankers and client executives to gain leadership insight.
• Use AI tools and data visualization to create pitch books and client materials.

Skills

Analytical skills

Leadership

Communication

Intellectual agility

Tools

Power BI

Tableau

CoPilot

Rogo

auxi

Job description

Baird is seeking an Associate in Chicago to lead on complex public equity offerings, M&A, and strategic financial advisory work. You will build valuations, financial models, and client presentations while collaborating with senior bankers and executives to shape strategic outcomes.

You will leverage AI tools like Rogo, CoPilot, and auxi, and use Power BI or Tableau to create data-driven insights for client materials. Strong leadership and communication are essential.