Investment Banking Analyst

In this program, Baird offers recent college graduates the opportunity to work as Baird Investment Banking analysts. New analysts are placed into sector teams with broad coverage responsibilities for an array of industry sub-sectors. As an analyst, you will provide analytical support on mergers and acquisitions, public offerings and other financial advisory services. Our middle-market focus and small deal team size give analysts the opportunity to work with senior bankers and key management from client companies on a daily basis.

Separately, analysts may be placed directly into the Financial Sponsors Coverage Team, where they will focus on serving the middle-market private equity community or into the Equity Capital Markets Team where they will focus on developing expertise related to corporate financing alternatives in the equity markets.

Throughout the program, analysts receive support from all levels of the firm. The program begins with three weeks of extensive training in our Milwaukee office. Ongoing training comes from mentors assigned to each analyst and from senior bankers on deal teams.

Over time, you will gain a high level of competence and have the opportunity to play an integral part on your respective deal teams. You will assume a broad range of responsibilities including: 
  • Developing company valuations and financial models
  • Developing transaction marketing materials including selling memoranda, roadshow presentations and pitch books
  • Conducting industry and company research and analysis
  • Acting as a point of contact throughout the transaction process
  • Attending client meetings
  • Developing varied industry and transaction expertise, and staying current on industry developments
  • Developing an understanding of the underlying trends that affect the equity capital markets
  • Gaining an understanding of the interests and investment criteria of a number of middle-market private equity firms
Candidates for the program will possess the following qualifications: 
  • A strong work ethic, detail orientation and a passion for excellence
  • The ability to excel in both team and self-directed settings
  • A bachelor's degree with a minimum 3.5 GPA
  • A working knowledge of spreadsheet and word processing software programs
The  Interview Process
First-round interviews consist of interviews with one to two bankers, generally 20-30 minutes each. The interviews occur either on campus or in one of our offices.

Second-round interviews ("Super Saturday") consist of six interviews with two bankers per interview. Each interview is 20-30 minutes. The interviews occur in our Chicago and Milwaukee offices. A reception is held with candidates and bankers on the evening prior to the interviews.

Offers are made shortly after the second round of interviews. 

Things to Consider Before You Interview 
You should be prepared to discuss the following during your interview:
  • What do you know about the investment banking industry? 
  • Why are you interested in a career in this industry? 
  • What do you know about Baird? Our culture? 
  • What about our firm and culture appeal to you? 
  • Think about your strengths and weaknesses and be able to discuss both. How do your strengths apply to investment banking? 
  • What are your three greatest accomplishments? 
  • Describe a failure. What did you learn from it? 
  • How would your peers describe you? What would they say you could improve about yourself?
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