Investment Banking Analyst, GP Solutions

What You’ll Do

• Learn by doing and be trusted with meaningful work from the jump
• 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
• Manage investors throughout the capital raise process including by helping to facilitate their diligence
• Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal
• Support execution of GP-led secondary transactions for key financial sponsor relationships
• Help sponsor clients, secondary investors and Baird’s sector and product teams on a variety of GP-led transactions
• Gain exposure to live GP-led transaction deal activity
• 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

• Gain relevant experience in all areas of GP-led secondary transaction origination and execution
• 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)
• Robust 401k match and profit-sharing contribution