Baird

About the Company

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $525 billion in client assets and employ more than 5,300 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.

Listed Jobs

Company Name

Baird

Job Title

Investment Banking Analyst, Industrial

Job Description

Job title: Investment Banking Analyst, Industrial Role Summary: Support Industrial M&A and financial advisory transactions from research to execution. Build valuations, financial models, and marketing materials while collaborating with junior and senior bankers on all deal stages. Expectations: - 12–24 months of full‑time investment banking experience (preferred). - Strong analytical mindset and rapid learning ability. - Be proactive, independent, yet collaborative within a high‑performance team. - Obtain or qualify for SIE and Series 79 licensing promptly. Key Responsibilities: - Conduct industry and company research, including market sizing, comps, and trend analysis. - Prepare detailed financial models (DCF, LBO, merger accretion/dilution). - Draft pitch books, teaser decks, and offering memorandum content. - Assist in due diligence coordination and data room management. - Support business‑development initiatives: ID target prospects, analyze fit, and prepare outreach materials. - Participate in client meetings, decks, and call summaries. Required Skills: - Advanced Excel/financial modelling expertise. - Proficient in PowerPoint and Word; experience with Bloomberg, Capital IQ, or similar research tools. - Strong quantitative, analytical, and problem‑solving skills. - Excellent written and verbal communication; presentation proficiency. - High level of organization, attention to detail, and time‑management under tight deadlines. - Ability to thrive in a fast‑paced, collaborative environment. Required Education & Certifications: - Bachelor’s degree (finance, accounting, economics, or related field) or equivalent professional experience. - SIE license and Series 79 license preferred; alternative: demonstrate readiness to obtain within 90 days.

Chicago, United states

Hybrid

29-12-2025

Company Name

Baird

Job Title

Baird Capital Associate - Investment, Global Private Equity

Job Description

**Job Title** Associate – Investment, Global Private Equity **Role Summary** Assist in sourcing, evaluating, executing, and monitoring private equity investments. Provide analytical support across the full deal lifecycle, prepare materials for investment committee discussions, and support portfolio companies through KPI tracking, board participation, and add‑on M&A opportunities. **Expectations** - Deliver high‑quality analyses for new investment opportunities. - Communicate investment theses clearly to partners. - Manage multiple projects independently and collaboratively. - Demonstrate strong work ethic, leadership potential, and dedication to excellence. **Key Responsibilities** - Screen potential deals against investment criteria. - Build and maintain detailed financial models; prepare investment memorandums and decks. - Coordinate and contribute to due diligence process with internal and external advisors. - Prepare presentation materials for investment committee meetings. - Attend board meetings of portfolio companies, track KPIs, and update dashboards. - Identify and support add‑on M&A opportunities for portfolio growth. - Leverage internal Baird resources to enhance deal execution and portfolio support. - Maintain internal reporting and data quality. **Required Skills** - Advanced analytical and quantitative abilities. - Proficiency in Excel, PowerPoint, and financial modeling. - Ability to synthesize complex data and present clear investment narratives. - Excellent oral and written communication; strong presentation skills. - Self‑motivated, with strong time‑management and multi‑project handling. - Team player with emerging leadership capability. **Required Education & Certifications** - Bachelor’s degree in Finance, Economics, Accounting, or related field from a top‑tier institution. - High academic performance (GPA among top class) and competitive test scores (e.g., GMAT, GRE). - Minimum of 2 years of experience in investment banking or private equity.

Chicago, United states

Hybrid

Senior

25-02-2026