Investment Banking Associate, Industrial (Charlotte, NC)

Baird is a leading global investment bank that provides corporations and financial sponsors with comprehensive advisory and financing solutions. The Investment Banking Associate will play a crucial role in executing equity offerings and M&A transactions while collaborating closely with senior bankers and clients.

Responsibilities

• Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors
• Drive the preparation of company valuations, financial models, marketing materials, and client presentations
• Contribute to business development efforts through research and analysis
• Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making
• Oversee deal execution by directing analysts in their use of AI platforms like Rogo for due diligence and research, while using tools like Power BI to synthesize complex data into strategic advice for clients

Skills

• At least one year of full-time experience in an Investment Banking Associate or equivalent role
• Strong analytical skills, attention to detail, and a track record of delivering results
• Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team
• Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment
• Experience with AI tools such as Rogo, CoPilot, and auxi is preferred
• Familiarity with data visualization tools such as Power BI, Tableau, or similar

Benefits

• Protected Friday night and Saturdays
• Periodic sabbaticals during career
• Shareholder opportunities
• Mandatory paid time off (PTO)
• Robust 401k match and profit-sharing contribution

Company Overview