Investment Banking Associate - Tech & Services

• 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 andauxito 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

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WhatYou’llGain​

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​

• Growin a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose​

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What It Takes​

We’relooking 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, anda track recordof 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, andauxiis 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 arecommensuratewith experience,performanceand/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

Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions. Any unsolicited resumes received will not be treated as valid applications. 

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.