Investment Banking Analyst
$110k - $125kBaird
Analyst Position at Baird
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
We're looking for people who want to go far, and go together
- A candidate energized by learning, teamwork, and real responsibility
- 12–24 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 proficiency
- SIE 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.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$110k - $125k
...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...SuggestedFull timeWork experience placementCurrently hiringWork visaNight shift- ## Consumer Investment Banking Analyst - CharlotteApplylocations: Charlotte, North Carolina - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011611**Job Description Summary**Formulate new business proposals, develop company forecasts and...SuggestedWork experience placement
- Responsibilities Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Provide financial modeling input into business cases, costs, and schedules to support growth in the business. Write and edit material...Suggested
- 2027 Investment Banking Summer Analyst (Charlotte, NC) 2027 Investment Banking Summer Analyst Program Company Overview Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $226.4 billion in assets as of December 31, 2025...SuggestedPermanent employmentFull timeSummer workInternship
- ...a steadfast focus on long-term financial strength to serve the best interests of our cedants and their policyholders. The Investment Analyst will play a meaningful role in portfolio construction, new business pricing, ongoing portfolio management, and infrastructure...SuggestedWork at office
$110k
2027 Investment Banking Full-Time Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over...Full timeWork experience placementInternshipWork at office$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able...Hourly payContract workFor contractorsWork experience placementRemote work- Trinity Partners in Charlotte, NC is seeking a motivated Investment Sales Analyst to support senior investment sales professionals. The role involves business development, underwriting, and transaction execution in a high-performance environment. Candidates should have...
- Partner with Trading and Middle Operations teams to coordinate complex and varied tasks Oversee daily trade settlement and corporate actions workflow across multiple asset classes Support Investor Coverage and Marketing groups Create, update, and review investor reporting...
- ...Job Description This job is responsible for defining the Financial Advisor and Advisor team's overall investment management philosophy. Key responsibilities include ensuring client goals and risk profiles are aligned with the chosen asset allocation. Job expectations...Work from homeShift workDay shift
- ...Chief Investment Management Officer (CIMO) About the Company Rapid-growing cryptocurrency investment & trading company Industry Investment Management Type Privately Held About the Role The Company is in search of a Chief Investment Management Officer (CIMO) with a strong...Work at office
- ...of America is seeking a Sr. Associate for its Farmland Portfolio Management team in Charlotte, NC. This role focuses on analyzing investments in Natural Capital and communicating insights to clients and stakeholders. The ideal candidate should have a Bachelor’s degree...
$175k - $200k
Senior Investment Specialist, AssetMark Investment Solutions page is loaded## Senior Investment Specialist, AssetMark Investment Solutionsremote type: Hybridlocations: Charlotte, NC: Remote: Concord, CAtime type: Full timeposted on: Posted Todayjob requisition id: Req-...Remote workFlexible hours- ...leading financial services organization is seeking a Business Analyst for their Portfolio Management Platform. The role requires at least... ...Agile teams. You will lead initiatives to enhance a critical banking platform, working collaboratively with diverse teams....
- Strategic Staffing Solutions seeks a Program/Portfolio Reporting Analyst in Charlotte, NC. This hybrid role emphasizes analytics and governance to facilitate informed decision-making across programs. Ideal candidates possess over 5 years of relevant experience, adeptness...Contract work
- ...clients. Our Charlotte office is seeking a highly motivated Investment Sales Analyst to support three senior investment sales professionals... ...years of experience in commercial real estate, investment banking, valuation, or financial analysis. Advanced proficiency in...Contract workWork at officeImmediate start
- Job Title: Program/ Portfolio Reporting Analyst Hybrid — 3 days/week in office. Contract Length: 6+ Month contract. Location CHARLOTTE NC 28277 Job ref# 244983 Job Summary The Program/Portfolio Reporting Analyst enables transparency and informed decision‑making across...Contract workWork at office3 days per week
- ...Sr Private Placement Ops Analyst I Providing for loved ones, planning rewarding retirements... ...Private Placement and Alternative investment activity, including but not limited to the... ...management, hedge funds, or investment banking ~ Bachelor's degree in Finance,...
- JLL empowers you to shape a brighter way. They are looking for Investment Sales Advisory Analysts to focus on commercial real estate transactions. The role involves underwriting, market research, property tours, and financial modeling. Candidates should have 1-3 years...
- ...investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a... ...Estate! This is a pipeline for future Investment Sales Analyst to join one of our active multifamily brokerage teams based...Start working todayWork at officeShift work
$168k - $240k
...Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly...Temporary workWork at officeLocal area- ...lines of our expansion strategy—sourcing deals, developing your investment acumen, and learning directly from experienced partners.... ...an investor, not just a producer. This is not a back-office analyst position. It’s a people-focused, outbound, rain-making role where...Base plus commissionLocal areaImmediate start
$205k - $340k
Job Description At K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search for important and impactful work lead to the same place. ...Temporary workLocal areaRemote workRelocationFlexible hours- Grant Thornton (US) in Charlotte, NC is hiring a Product Technology Senior Associate to evaluate software platforms and provide analytical and technical support in private equity contexts. You will conduct architecture reviews, perform cloud infrastructure analysis, and...
$70k
LEARN Behavioral is seeking a Business Development Analyst to support growth initiatives across the organization. This full-time, remote position offers a starting salary of $70,000 per year, with flexibility based on experience. The analyst will manage project timelines...Remote jobFull timeWork at office- At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly...Full timeTraineeshipLocal areaMonday to Friday
$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE...Hourly payContract workWork experience placementRemote workFlexible hours- Land Acquisition Associate The Land Acquisition Associate supports the Land Acquisition Team in vetting and managing new land opportunities by conducting site evaluations, performing financial analysis, and coordinating due diligence. This role manages entitlements,...Contract workWork at office
- ...Job Description Insight Global is looking for a Capital Markets Business Analyst for one of our top financial services clients. This individual will be joining a Capital Markets Technical team within the Risk and Finance Technology space focused on building hedging and...
$79.2k - $118.8k
Portfolio Analyst - BA08CE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages... ...high-fidelity visibility into portfolio health, strategic investment alignment, and realized business outcomes. Develop and...Full timeTemporary workWork at office3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Banking Analyst. Be the first to apply!
- investment analyst Charlotte, NC
- investment banking analyst Charlotte, NC
- investment specialist Charlotte, NC
- investment officer Charlotte, NC
- portfolio analyst Charlotte, NC
- community investment Charlotte, NC
- investment writer Charlotte, NC
- investment coordinator Charlotte, NC
- investment operations Charlotte, NC
- investment firm Charlotte, NC



