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Investment Banking Associate - Consumer

Remote role Full-time Open position

Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success.

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
  • 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

Skills

  • At least one year of full-time experience in a solution-focused financial or quantitative 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
  • 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
  • Familiarity with data visualization tools such as Power BI, Tableau, or similar

Benefits

  • Protected Friday night and Saturdays
  • Periodic sabbaticals during career
  • Shareholder opportunities
  • Mandatory paid time off (PTO)
  • Robust 401k match and profit-sharing contribution

Company Overview

  • Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. It was founded in 1919, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is http://www.rwbaird.com.
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