Baird

Financial Planning and Analysis

• Learn by doing and be trusted with meaningful work from the jump
• Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services
• Work with your team to prepare company valuations, build financial models, and create marketing materials
• Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches
• Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal
• Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials

Investment Banking Analyst

General Counsel

• Manage and oversee all aspects of unique asset administration, including asset acceptance, onboarding, custody, valuation, pricing, reporting, risk monitoring, and related operational workflows
• Review and interpret trust, estate planning, and other legal documents; partner closely with Trust Officers on irrevocable trust administration and complex fiduciary, legal, and structural issues
• Prepare, review, and monitor unique asset, fiduciary, and risk management reports; identify exceptions, investigate issues, and escalate unresolved matters through appropriate governance and risk management channels
• Serve as a subject matter expert and technical resource for Baird Trust associates on unique asset administration, fiduciary controls, risk management practices, and closely held entities
• Manage third-party vendor relationships related to unique assets, including appraisers, property managers, and other service providers
• Lead, mentor, and develop associates within the Unique Asset Group by providing coaching, feedback, and professional development opportunities

Associate Trust Counsel – Unique Assets

• 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
• Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials

Investment Banking Associate, Healthcare

Consultant

• Partnering with Financial Advisors, Branch Associates, and other key associates to offer a full range of wealth management tools
• Proactively engaging Financial Advisors to drive awareness of lending and liquidity solutions
• Collaborating with Baird Operations, Partner Banks, and internal Corporate Resource Groups
• Serving as an expert to Advisors regarding lending products
• Engaging internal partners to develop understanding of lending solutions
• Participating in training and workshops for Financial Advisors and Trainees
• Troubleshooting sensitive client issues with Banking Partners and Corporate Resource Groups
• Mentoring associates to develop broader subject matter knowledge
• Performing additional duties as assigned

Lending Consultant

• Support the team in administrative tasks, client relations, marketing, and talent development
• Manage calendars, arrange meetings, handle travel arrangements, and oversee deal processes
• Be the organizational backbone by managing complex calendars, coordinating meetings, and resolving scheduling conflicts across teams and time zones
• Own the logistics for internal and external meetings, including booking conference rooms, arranging catering, and liaising with vendors
• Plan seamless travel experiences—domestic and international—by creating personalized itineraries and staying up-to-date on travel policies
• Handle expense management with precision, ensuring timely submission and tracking for designated bankers
• Support business development efforts by coordinating client meetings, managing NDAs, assisting with industry events, and helping with deal execution
• Build strong relationships with bankers and peers through collaboration, responsiveness, and a team-first mindset
• Maintain data integrity in Salesforce through accurate entries and regular cleanups
• Coordinate shipping logistics with the Mailroom team for timely delivery of important materials
• Provide coverage for other assistants during absences, ensuring continuity and support
• Represent Baird professionally in all client interactions, both in-person and over the phone.

Executive Assistant – Investment Banking

Full-stack Engineer

• Partner closely with business stakeholders to align on priorities, drive strategic initiatives, promote strong architectural patterns, and champion best practices that continuously improve our products and services
• Foster a shared ownership model, providing technical leadership across our products and platforms
• Identify and act on opportunities to improve technology health, introduce innovative approaches, simplify systems, consolidate where beneficial, and enhance cross-team collaboration as a true technical product advocate
• Effectively connect long-term technology roadmaps with immediate business needs, making pragmatic short-term decisions that support sustainable progress
• Lead design, development, and delivery of high-quality .NET applications and services
• Provide technical mentorship and guidance to the development team, conducting code review, promoting craftsmanship, and fostering continuous improvement
• Collaborate closely with business analysts, QA, project managers, and stakeholders to define requirements, scope features, develop technical product roadmaps, and ensure successful delivery
• Own key architectural decisions, advocate for modernization efforts, and help evolve our Azure-based ecosystem
• Stay current with .NET ecosystem advancements and cloud trends to recommend and implement forward looking solutions

Lead Software Developer

Public Relations

• Lead the development and execution of strategic public relations and communications plans that support business goals, brand visibility, and thought leadership initiatives
• Direct and oversee the work of Baird’s external PR partners to ensure strong alignment and impactful results
• Train, prepare, and guide Baird spokespersons for media engagement, including messaging, briefing, and pitching
• Provide direction to PR Coordinators on handling media inquiries and recommending appropriate response strategies
• Collaborate across the PR and Marketing & Communications teams to track project outcomes and amplify key media coverage internally and externally
• Lead video production efforts for media outreach and business development initiatives.