Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Banking Analyst

$110k - $125k

Baird Capital

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 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

  • 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

  • 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

  • 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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investment Banking Analyst in Charlotte, NC vacancy
  • $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... 
    Suggested
    Full time
    Internship
    Work at office
    Local area
    Remote work

    MUFG

    Charlotte, NC
    3 days ago
  • 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.... 
    Suggested
    Permanent employment
    Full time
    Summer work
    Internship

    Southern Arkansas University

    Charlotte, NC
    5 days ago
  • $110k - $125k

     ...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... 
    Suggested
    Full time
    Work experience placement
    Currently hiring
    Work visa
    Night shift

    Baird

    Charlotte, NC
    1 day ago
  • 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... 
    Suggested
    Summer work
    Bank staff
    Internship

    Southern Arkansas University

    Charlotte, NC
    1 day ago
  •  ...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... 
    Suggested

    First Citizens Wealth

    Charlotte, NC
    3 days ago
  •  ...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

    Vanguard

    Charlotte, NC
    4 days ago
  • $91k - $202.8k

     ...opportunity to contribute to the company’s success. As a Portfolio Analyst and Strategy Specialist within PNC's Risk Operations &...  ...navigate and analyze data across multiple platforms throughout the bank. This role requires a combination of technical expertise, analytical... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    22 hours ago
  • $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 work
    Work at office
    Local area
    Immediate start

    Slalom

    Charlotte, NC
    4 days ago
  • $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 time
    Temporary work
    Local area
    Remote work

    K&L Gates

    Charlotte, NC
    4 days ago
  • $95k - $120k

     ...Overview The Senior Investment Operations Analyst is a member of the team responsible for the critical function of ensuring the accuracy, integrity, and timely delivery of investment data across the organization. This role involves strategic oversight of data sourcing,... 
    Work at office

    Allspring Global Investments Holdings, LLC

    Charlotte, NC
    1 day ago
  •  ...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 office
    Work from home
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    2 days ago
  • $45.05 - $55.06 per hour

     ...and resources to make a positive impact on the future - including your own. We're actively seeking a talented Senior Investment Operations Analyst to join our Fixed Income Investment Operations team in Charlotte, NC . As a Senior Investment Operations Analyst... 
    Flexible hours

    Pacific Life

    Charlotte, NC
    1 day ago
  •  ...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 home
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    1 day ago
  • 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...

    Mach Partners

    Charlotte, NC
    1 day ago
  •  ...ready insights. Job Description The Program / Portfolio Reporting Analyst will play a critical role in enabling enterprise-wide...  ...pipelines, or portfolio analytics capabilities. Financial services, banking, risk, operations, or enterprise transformation experience. #J-... 
    Weekly pay
    Contract work
    Immediate start
    3 days per week

    Calculated Hire

    Charlotte, NC
    5 days ago
  •  ...Portfolio Management Analyst Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our... 
    Local area
    Shift work

    Palmetto

    Charlotte, NC
    5 days ago
  • $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 time
    Work at office
    Local area

    EisnerAmper

    Charlotte, NC
    4 days ago
  • 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 time
    Contract work
    Work at office
    Remote work
    Flexible hours

    Elliot Davis

    Charlotte, NC
    4 days ago
  • Acquisitions and Merger Specialist experience Very good communication skills with Program/Project Manager and ability to understand who the Stakeholder are and communicate with them Ability to understand the Technical aspects of the projects and make presentations Not ...

    Techmatic

    Charlotte, NC
    3 days ago
  • Role: Senior Investment Operations Analyst in the Fixed Income Investment Operations team. Responsibilities: Manage post-trade activities such as trade validation, allocations, confirmations, and settlement for public fixed income securities. Review trade confirmations,... 

    val's services

    Charlotte, NC
    2 days ago
  • $65k - $75k

     ...wealth management Our client is a growing wealth management practice dedicated to delivering comprehensive financial planning and investment management services to individuals and families. The team is known for its collaborative culture, commitment to client service,... 

    CMC Recruiting

    Charlotte, NC
    2 days ago
  • $120k

    Compensation: To $120K, plus bonus.Job Overview - Senior Financial Analyst - 34357 This is an 3 day in / 2 day out role in the Charlotte,...  ...decision-making.Influence Strategic DecisionsEvaluate capital investment opportunities through ROI analysis and business case... 
    Local area
    Relocation
    Relocation package

    Sherpa

    Charlotte, NC
    3 days ago
  •  ...PlacementSeeking a highly analytical Finance Analyst to join a collaborative corporate...  ...support strategic initiatives, capital investments, and operational decisions.Prepare executive...  ..., FP&A, financial analysis, investment banking, consulting, public accounting, or another... 

    TalentsBridge

    Charlotte, NC
    6 days ago
  •  ...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

    Roljobs Technology Services

    Charlotte, NC
    1 day ago
  •  ...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 time
    Contract work
    H1b
    Work at office

    Prosidian Consultng

    Charlotte, NC
    4 days ago
  • $103.45k - $197.73k

     ...policy and business needs.The OpportunityAs a dedicated Financial Analyst Senior, you are responsible for solving complex business...  ...ability to support large technology organizations and complex investment portfolios is highly preferred. Compensation range: The salary... 
    Full time
    For contractors
    H1b
    Work at office
    Remote work
    Home office
    Relocation package
    Flexible hours

    USAA - United Services Automobile Association

    Charlotte, NC
    3 days ago
  •  ...health care they need for themselves and their loved ones, join OneDigital.Our Newest Opportunity: Summary:The Financial Benefits Analyst supports all aspects of financial analysis related to clients’ group benefit programs. The Financial Benefits Analyst works closely... 
    Full time
    Temporary work
    Work at office
    Local area

    OneDigital

    Charlotte, NC
    4 days ago
  •  ...major Abacus office and able to work primarily aligned to Eastern Standard Time business hours (8:00 AM - 5:00 PM EST)The Commercial Analyst plays a critical role in driving Abacus’ growth, profitability, and scalability by owning the commercial structure behind our... 
    Contract work
    Work at office
    Shift work

    Abacus

    Charlotte, NC
    1 day ago
  • This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.Curious how your analytical skills can enhance business operations? At Spectrum, you’ll support and improve third-party billing systems while...
    Work at office
    Local area
    Work from home
    Visa sponsorship
    1 day per week

    Spectrum Charter

    Charlotte, NC
    5 days ago
  •  ...degree in a similar discipline with prior (accounting/finance/economics) work experience Required/Basic Qualifications (Financial Analyst I) Bachelor's degree in (Accounting/Finance/Economics) OR a Bachelor's degree in a similar discipline with prior (accounting/... 
    Work experience placement
    Work at office
    Remote work
    Visa sponsorship
    Relocation package

    Duke Energy

    Charlotte, NC
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Banking Analyst. Be the first to apply!