Teams at Baird

Supports the private equity investment lifecycle by evaluating opportunities, researching companies and industries, conducting due diligence, building financial models, performing valuations, preparing transaction materials, and monitoring portfolio-company performance. Collaborates with senior investors, portfolio leaders, colleagues, and external advisors. Requires at least two years of investment banking or private equity experience, strong analytical and communication skills, sound judgment, and a strong academic record.

Own portions of the AI product roadmap for Global Investment Banking, manage platform operations and vendors, evaluate AI features and use cases, and coordinate risk, compliance, legal, and technology reviews. Lead requirements, user acceptance testing, release readiness, training, adoption initiatives, workflow libraries, and value reporting. Provide hands-on expertise in prompts, agent workflows, responsible AI, platform performance, and practical AI applications while influencing cross-functional stakeholders.

Supports Financial Advisors by coordinating client onboarding, account opening, communications, transactions, CRM maintenance, meeting materials, and client events. Handles client inquiries, prepares paperwork and reports, monitors investment opportunities, supports regulatory compliance, and helps improve team effectiveness and client service. May manage social media, enter securities orders, and provide backup support to other branch teams.