Investment banking Jobs in Charlotte, NC

High-profile deals, major growth, the right people behind you. Grow far at Baird.​

Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth.​Here, you’ll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success.​

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​What You’ll Do​

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 andauxito 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

What You’ll Gain​

The kind of environment that turns early talent into lasting careers​

• Contribute to every stage of a transaction, from conducting research to facilitating due diligence​

• Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives​

• Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world

• Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity​

What It Takes​

We’re looking for people who want to go far, and go together​

• A candidate energized by learning, teamwork, and real responsibility​

• 12–24 months of full-time work experience (investment banking preferred)​

• A proven academic record and a passion for finance (a finance degree is helpful, but not required)​

• Drive, resilience, and a strong work ethic​

• Ability to work independently and thrive in a collaborative setting​

• Strong mathematical, writing, and verbal skills; relevant software proficiency​

• SIE and Series 79 licensing preferred (or the ability to obtain them quickly)​

• Experience with AI tools such as Rogo, CoPilot, andauxiis preferred

• Familiarity with data visualization tools such as Power BI, Tableau, or similar

Compensation and Benefits:

• $110,000 - $125,000 annual salary with bonus potential

• Compensation and bonus are commensurate with experience, performance and/or GIB profitability

• In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution

Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions. Any unsolicited resumes received will not be treated as valid applications.