Skip to main content
David Careers

Investment Banking Analyst

Posted 2 days ago

baird capitalCharlotte (NC)
Financial and Investment AnalystsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$110,000 - $125,000 annual

Apply (opens in a new tab)

About the role

Baird Investment Banking Analyst Opportunity High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success. We are currently hiring analysts across our Consumer, Healthcare, Industrial, and Tech & Services groups.
What You'll Do:
  • Learn by doing and be trusted with meaningful work from the jump
  • Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services
  • Work with your team to prepare company valuations, build financial models, and create marketing materials
  • Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches
  • Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal
  • 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:
  • The kind of environment that turns early talent into lasting careers
  • Contribute to every stage of a transaction, from conducting research to facilitating due diligence
  • Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives
  • Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world
  • Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity
  • What It Takes
  • A candidate energized by learning, teamwork, and real responsibility12–24 months of full-time work experience (investment banking preferred)A proven academic record and a passion for finance (a finance degree is helpful, but not required)
  • Drive, resilience, and a strong work ethic
  • Ability to work independently and thrive in a collaborative setting
  • Strong mathematical, writing, and verbal skills; relevant software proficiencySIE and Series 79 licensing preferred (or the ability to obtain them quickly)
  • 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: $110,000 - $125,000 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 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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this