Investment Banking Analyst - Tech & Services

About the Role:

At Baird, our Investment Bankers are dedicated to excellence and quality, fostering a team-oriented environment that leads to outstanding results and employee fulfillment. We are seeking an Investment Banking Analyst in the Tech & Services sector to support growth. This role requires a motivated individual with sell-side experience. Our Global Investment Banking division provides M&A, debt advisory, and financing services to middle-market companies.

As a Baird Investment Banker, you’ll work on high-profile transactions, gaining insights across various sectors while contributing to our clients’ long-term success.

• Demonstrate strong commercial judgment and market awareness, with a deep understanding of the investment banking landscape, key industry trends, and client priorities
• Analyze complex financial statements and business performance metrics to identify opportunities, risks, and key value drivers
• Handle, review, and synthesize large volumes of data, identifying and clearly articulating the patterns, trends, inconsistencies, and opportunities that inform the team’s analysis and recommendations
• Build and maintain sophisticated financial models, including valuation, merger consequences, LBO, and operating models to support strategic advice and transaction execution
• Review a range of business models and key performance metrics to help build a compelling investment case and equity story, and prepare clear, concise, and compelling written materials, including client communications, transaction documentation
• Support the execution of live transactions across M&A, capital raising, and strategic advisory engagements working directly with senior bankers, C-suite and management teams, and third-party advisers
• Develop high-quality client presentations and marketing materials that communicate complex financial and strategic concepts with clarity and impact
• Maintain a strong understanding of global capital markets, equity performance, and broader economic trends to inform client discussions and transaction strategy
• Work on cross-border and multi-market transactions, drawing on Baird’s international platform and global reach to advise clients well beyond a single regional market
• Conduct in-depth company, industry, and market research using leading investment banking databases and proprietary resources to generate insights and support client recommendations

• A bachelor’s degree (or equivalent), ideally in a numerate, business, or related discipline
• 1-2 years of experience in Investment Banking (sell-side M&A, corporate finance, or transaction services)
• A genuine interest in, and working knowledge of, the Technology & Services sector; prior sector-coverage experience is a plus
• A strong academic record and interest in finance and capital markets
• A solid work ethic, teamwork skills, and self-direction
• Excellent quantitative, writing, and verbal communication
• Strong data-analysis skills, with the ability to handle, review, and synthesize large volumes of information to identify patterns, trends, and outliers
• Strong organisational skills, exceptional attention to detail, and the ability to manage multiple priorities
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word; familiarity with financial databases (e.g. Capital IQ, Pitch Book, Mergermarket) is an advantage
• Fluency in English; additional European languages an advantage
• A genuine drive to win and a strong commitment to internal and external client service
• The ability to adapt quickly to new tasks and thrive under changing priorities

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.