About the position
Responsibilities
• Assist in the preparation of financial models, company marketing materials and client presentations
• 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
• Develop your skills through broad exposure to clients, investors, and Baird bankers
Requirements
• Familiarity with corporate finance concepts and private equity and debt markets
• Proven academic record and interest in finance
• Enduring work ethic and track record of success
• Ability to function equally well in both a team setting and on a self-directed basis
• Excellent mathematical, writing, and computer skills
• Series 63 & 79 licensing preferred or ability to quickly obtain
Benefits
• Hybrid work options
• Periodic Sabbaticals during career
• Protected Friday nights & Saturdays
• Shareholder opportunities
• Mandatory paid time off (PTO)
• Robust 401k match and profit-sharing contribution
Apply Now
Apply Now