Investment Banking Associate

Job Description

Investment Banking Associate – Energy & Industrial Services | Baird

The Tone:
This is a full-time role at Baird, likely located in Houston, TX, given the sector focus. Baird is a firm where investment banking careers gain real traction through meaningful responsibility and collaboration. This role is crucial for executing complex financial transactions and driving strategic financial advisory services, fostering significant career growth within a culture that values performance and long-term success.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Houston, TX
• Pay: $175000–$200000 yearly
• Team: Reports to senior bankers within lean deal teams, collaborating across a global investment banking platform of 500+ associates.
• Mission: Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services for clients.
• Tech Stack: Rogo, Power BI, CoPilot, Auxi, Tableau

What You’ll Actually Do
• Lead the execution of public equity offerings, mergers and acquisitions, and 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 to support client engagement.
• Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making processes.
• Oversee deal execution by directing analysts in their use of AI platforms for due diligence and research, while synthesizing complex data into strategic advice using visualization tools.

The Must-Haves
• Background: Investment Banking Associate with at least one year of full-time experience in an equivalent role, bringing a track record of delivering results in a client-focused environment.
• Experience: At least one year of full-time experience in an Investment Banking Associate or equivalent role is required.
• Skills: Strong analytical abilities, clear communication, attention to detail, and proven leadership capacity within a collaborative team setting.
• Bonus: Experience with AI tools such as Rogo, CoPilot, and Auxi is preferred; familiarity with data visualization tools such as Power BI, Tableau, or similar is also preferred.