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.
$100k
...highest retention rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory... ...expanding nationally and seeking experiencedInvestment Banking Analysts across our offices for both M&A and Restructuring advisory. Analysts...SuggestedFull timeInternshipWork at officeLocal areaRemote work$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$110k - $125k
...Baird Investment Banking Analyst OpportunityHigh-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...SuggestedFull timeWork experience placementCurrently hiringWork visaNight shift- 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 leading financial institution is seeking a motivated undergraduate for the Investment Banking Summer Analyst position in Charlotte, NC. The program offers hands-on experience, focusing on financial analysis, transaction support, and business development. Ideal candidates...SuggestedSummer workBank staffInternship
- ...Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted...
$62k - $81k
...we are registeredAs an OCIO Operations Analyst, you will be responsible for supporting... ...managers, asset management firms, custodian banks and fund administrators. You will also... ...and research teams. In addition to the investment operations support, this individual will...Remote workFlexible hours- ...solutions for complex asset movement and portfolio restructuring events. By activating internal and external stakeholders across the investment ecosystem, the role helps ensure investment objectives are achieved through disciplined execution, operational excellence, and...Full time
- What You’ll Do:The Senior Land Acquisition Analyst supports the Land Acquisition team with all aspects of land acquisition, from identifying... ...and analyze due diligence information for potential land investments.Extract and analyze data from various sources, including the...
$168k - $240k
...Compensation and BenefitsSlalom 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 areaImmediate start- ...the Greater Charlotte area. What You’ll Do:The Land Acquisition Analyst assists with identifying new land acquisition opportunities... ...developing proformas, valuations, and underwriting for potential land investments.• Track critical date timelines for due diligence, takedowns,...Work experience placementRemote work
$205k - $340k
Job DescriptionAt 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.We...Full timeTemporary workLocal areaRemote work- ...Senior Investment AnalystNovant Health is seeking a Senior Investment Analyst to join us! The Investment Analyst Senior position is a part of the Novant Asset Management Company's Public Markets Team and supports efforts related to the Public Markets portfolios (e.g.,...
- 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...
- ...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America.Merrill is committed to an in-...Work at officeWork from homeDay shift
$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... ...Thursday). Key Responsibilities Financial Management, Investment Tracking & Vendor Spend Support day-to-day department...Full timeContract workTemporary workWork at office3 days per week- ...be based in either New York, NY or Charlotte, NC.This position will report to the Manager, Capital Markets.The Portfolio Management Analyst on the Capital Markets team will own the reporting and data infrastructure that keeps Palmetto's active financing portfolio clear...Local areaShift work
- ...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to...Work at officeWork from homeShift workDay shift
- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth...Full timeContract workWork at officeRemote workFlexible hours
$100k - $150k
Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind...Full timeWork at officeLocal area- Job Description Job Description Am Law top 100 firm which is popular for its high-profile financial services is seeking a highly qualified associate to join their Private Equity/M&A team. The ideal candidate must have 2+ years of Private Equity/M&A experience....
- Job-ID32922249Reference26-02167TypeDirect PlacementSenior Financial Reporting Analyst - External Reporting A large, publicly traded organization headquartered in Charlotte is seeking a Senior Financial Reporting Analyst to join its corporate accounting organization. This...
- We are looking for a Sr Financial Reporting Analyst to support fund and entity reporting within an asset management platform in Charlotte... ...reporting, month-end close, and analysis across complex investment structures. The ideal candidate brings strong technical accounting...
$130k - $160k
Scion Technology has been engaged to conduct a search for an experienced Investment Performance Analyst for our client, an innovative WealthTech company transforming portfolio management and financial technology solutions! This is a full-time, direct hire position offering...Full time- ...DescriptionAbout Client:They are into Finance and Banking domain!! They render financial services... ...: Best SalaryJob Description:As an analyst you will be reviewing and evaluating the... ...Full-timeFunction: FinanceExperience level: Mid-Senior LevelIndustry: Investment Management
- .... MBA or advanced degree. 2. Advanced risk certifications with focus on operational and regulatory areas of the financial services/banking industry. 3. Business intelligence certification / advanced experience (e.g. PowerBI, Tableau, Power Apps, Power Automate, etc.). 4...Full timePart timeWork at officeShift workDay shift
- ...projects for FCG’s various brand companies. Bachelor’s degree in Accounting; Finance; or Economics. Previous experience in a Financial Analyst or SFA role (Preferred).Self-starter; ability to effectively work independently and as a team player.Excellent customer-facing...
- ...provide reliable data and KPI analysis to assess the health of operations, identify opportunities and risks to the company’s return on investment, and to be used in decision-making and planning.You will prepare accurate monthly financial reports and forecasts with a focus on...Local area
$110k
Compensation: To $110K, plus bonus.Job Overview - Senior Financial Analyst - 34357 This is an 3 day in / 2 day out role in the Charlotte,... ...at this time.Join a global manufacturing leader that's investing in its Finance organization and looking to add a Senior Financial...Local areaRelocationRelocation package- ...Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, and Federal/State Government... ...Consulting at DescriptionProSidian Seeks a Financial Analyst - Standard | Comprehensive Operational Support [DEA0010027] Engagement...Full timeContract workH1bWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Banking Analyst. Be the first to apply!
- investment specialist Charlotte, NC
- investment analyst Charlotte, NC
- portfolio analyst Charlotte, NC
- investment officer Charlotte, NC
- investment banking analyst Charlotte, NC
- investment operations Charlotte, NC
- investment intern (private equity) Charlotte, NC
- investment writer Charlotte, NC
- investment intern Charlotte, NC
- investment Charlotte, NC


