What are the responsibilities and job description for the Investment Banking Analyst, Private Capital Markets (Equity) 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.
About The Private Capital Markets Group
Baird’s Private Capital Markets (PCM) Group is a leader in providing bespoke financing solutions across the entire capital structure to our clients in the U.S. and Europe. Our equity product capabilities include highly structured minority equity and equity-linked securities for private issuers, PIPEs, and company-led secondary liquidity solutions. Our debt product capabilities include asset-based, 1st & 2nd lien, unitranche, mezzanine, high-yield and other structured debt instruments. We assist clients with growth, acquisition and project financings, refinancings and recapitalizations, strategic partnerships and joint ventures. We work across all industries and partner with Baird’s vast network of industry coverage bankers to optimally position our clients for successful transactions. We advise management, shareholders and Board members through complex financing processes and deliver solutions to support our clients’ strategic objectives. Our team possesses strong relationships with a broad universe of investors globally, including private equity, hedge funds, family offices, alternative capital providers, banks, and non-bank credit funds, creating competitive processes that optimize pricing, terms, speed and certainty.
What You’ll Do
Learn by doing and be trusted with meaningful work from the jump
The kind of environment that turns early talent into lasting careers
We’re looking for people who want to go far, and go together
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.
About The Private Capital Markets Group
Baird’s Private Capital Markets (PCM) Group is a leader in providing bespoke financing solutions across the entire capital structure to our clients in the U.S. and Europe. Our equity product capabilities include highly structured minority equity and equity-linked securities for private issuers, PIPEs, and company-led secondary liquidity solutions. Our debt product capabilities include asset-based, 1st & 2nd lien, unitranche, mezzanine, high-yield and other structured debt instruments. We assist clients with growth, acquisition and project financings, refinancings and recapitalizations, strategic partnerships and joint ventures. We work across all industries and partner with Baird’s vast network of industry coverage bankers to optimally position our clients for successful transactions. We advise management, shareholders and Board members through complex financing processes and deliver solutions to support our clients’ strategic objectives. Our team possesses strong relationships with a broad universe of investors globally, including private equity, hedge funds, family offices, alternative capital providers, banks, and non-bank credit funds, creating competitive processes that optimize pricing, terms, speed and certainty.
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
- Manage investors throughout capital raise process including facilitating their diligence
- Perform research and various analyses in support of thematic publications and new business generation
- Gain an expert understanding of the drivers of credit quality and valuation, the mechanics of credit agreements and investment documentation, market dynamics and the landscape of debt and equity investors
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
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)
- Familiarity with corporate finance concepts and private equity and debt markets
- $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
Salary : $110,000 - $125,000