Are you looking to gain real world experience in a thriving, global financial services firm with an award-winning culture? Consider a career with Baird!

Baird’s Business Owner Solutions team provides guidance on mergers, acquisitions, ESOPs, and other similar transactions. They offer strategic advice and practical guidance to achieve optimal outcomes in business transitions. With experienced business valuation experts, they tailor each project to the client's unique situation and needs, grounding their valuations in the real world. Additionally, they assist with developing comprehensive exit plans for business owners transitioning to new ownership or the next generation, ensuring long-term financial security and preserving business legacies. Learn more about our Business Owner Solutions team . 

As a Business Owner Solutions - Associate, you will:

Engage in a range of M&A assignments to acquire practical experience.

Conduct financial analysis, develop models, research industries, and create marketing materials.

Effectively manage multiple responsibilities in a dynamic, fast-paced setting.

Oversee the preparation of valuations, financial models, marketing documents, and client presentations, while also researching new business opportunities.

Work alongside senior bankers and client management on different transactions.

What makes this opportunity great:

Gain experience in M&A transactions, from pitch preparation to execution

Emphasize teamwork and diverse perspectives in a unique culture.

The culture values diversity and partnership within the team.

What we look for:

Candidates should possess 2-3 years of experience in a financial or quantitative position, with preference given to those who have direct investment banking experience.

While Series 63 and 79 licenses are preferred, candidates should be able to quickly obtain them if not already certified.

Interest in Finance with a strong academic background (preferably in Accounting, Business Economics, or Finance).

Knowledge of financial statements and evaluations of public/private businesses.

Strong analytical, financial, written, and verbal communication skills.

Ability to work independently, manage multiple priorities, and meet deadlines.

Proficiency in MS Office Suite (Excel, Word, PowerPoint).

Attention to detail, accuracy, and reliability with a focus on improvement.

Strong work ethic and adaptability in a fast-paced environment.

Previous business experience is preferred.

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. .