Investment Banking Analyst - Tech & Services
Investment Banking Analyst - Tech & Services

Investment Banking Analyst - Tech & Services

Full-Time 50000 - 70000 £ / year (est.) No home office possible
Baird

At a Glance

  • Tasks: Support mergers and acquisitions, prepare financial models, and create marketing documents.
  • Company: Baird, a leading investment bank with a focus on teamwork and excellence.
  • Benefits: Gain insights into high-profile transactions and develop your finance skills.
  • Why this job: Join a dynamic team and make a real impact in the tech and services sector.
  • Qualifications: 1-2 years of sell-side experience and a strong interest in finance.
  • Other info: Diverse workplace with opportunities for growth and professional development.

The predicted salary is between 50000 - 70000 £ per year.

About the Role: At Baird, our Investment Bankers are dedicated to excellence and quality, fostering a team-oriented environment that leads to outstanding results and employee fulfillment. We are seeking an Investment Banking Analyst in the Tech & Services sector to support growth. This role requires a motivated individual with sell-side experience. Our Global Investment Banking division provides M&A, debt advisory, and financing services to middle-market companies. As a Baird Investment Banker, you'll work on high-profile transactions, gaining insights across various sectors while contributing to our clients' long-term success.

The Impact You’ll Make:

  • Be an integral part of investment banking teams, supporting mergers, acquisitions, and financial advisory.
  • Prepare company valuations, financial models, marketing documents, and presentations.
  • Review client investment statements and calculate monthly returns.
  • Create customized Excel spreadsheets for portfolio management.
  • Execute advanced word processing and spreadsheet tasks.
  • Help with trade processing, including report generation and account reconciliation.
  • Handle client communications, explaining policies as needed.
  • Compose routine letters and compile client meeting information.
  • Support timely completion of client reports.

What You’ll Bring to Baird:

  • 1-2 years of sell-side experience at a top-tier investment bank.
  • A strong academic record and interest in Finance.
  • A solid work ethic, teamwork skills, and self-direction.
  • Excellent mathematical, writing, verbal, and computer skills.
  • Strong interpersonal communication and professionalism.
  • Strong organizational skills, detail-oriented, and able to multitask.
  • Proficiency in Microsoft Excel, Word, and PowerPoint; Access knowledge preferred.
  • Advanced math skills and strong language proficiency.
  • Ability to work effectively as a team player.

Investment Banking Analyst - Tech & Services employer: Baird

Baird is an exceptional employer that prioritises a collaborative and supportive work culture, making it an ideal place for Investment Banking Analysts in the Tech & Services sector. With a commitment to employee growth and development, Baird offers opportunities to work on high-profile transactions while fostering diversity and inclusion. Located in a vibrant financial hub, employees benefit from a dynamic environment that encourages innovation and professional advancement.
Baird

Contact Detail:

Baird Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Banking Analyst - Tech & Services

✨Network Like a Pro

Get out there and connect with people in the investment banking world! Attend industry events, join finance-related groups on LinkedIn, and don’t be shy about reaching out to alumni from your university. Building relationships can open doors that a CV just can't.

✨Ace the Informational Interview

Set up informational interviews with professionals in the field. This is your chance to ask questions, learn about their experiences, and showcase your enthusiasm for the role. Plus, it’s a great way to get insider tips on what Baird looks for in candidates!

✨Showcase Your Skills

When you get the chance to meet potential employers, be ready to talk about your relevant experience and skills. Prepare a mini-presentation or a deal sheet that highlights your achievements and how they relate to the Investment Banking Analyst role at Baird.

✨Follow Up Like a Boss

After any meeting or interview, send a quick thank-you email. It shows your appreciation and keeps you fresh in their minds. Mention something specific from your conversation to make it personal. And remember, if you’re applying through our website, keep an eye on your application status!

We think you need these skills to ace Investment Banking Analyst - Tech & Services

Sell-Side Experience
Mergers and Acquisitions (M&A)
Financial Advisory
Company Valuations
Financial Modelling
Marketing Document Preparation
Client Communication
Excel Proficiency
Word Processing Skills
Portfolio Management
Trade Processing
Organisational Skills
Detail-Oriented
Mathematical Skills
Interpersonal Communication

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Banking Analyst role. Highlight your sell-side experience and any relevant transactions you've worked on. We want to see how your skills align with what we're looking for!

Craft a Stellar Deal Sheet: Your deal sheet should showcase your best work. Include specific details about the transactions you've been involved in, focusing on your contributions. This is your chance to shine, so make it count!

Showcase Your Skills: In your application, emphasise your proficiency in Excel, Word, and PowerPoint. Mention any advanced skills you have, especially in financial modelling and valuations. We love seeing candidates who are detail-oriented and organised!

Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!

How to prepare for a job interview at Baird

✨Know Your Numbers

As an Investment Banking Analyst, you'll be dealing with financial models and valuations. Brush up on your financial metrics and be ready to discuss how you’ve applied them in past roles. This shows you’re not just familiar with the theory but can also apply it practically.

✨Showcase Teamwork

Baird values a team-oriented environment, so be prepared to share examples of how you've successfully collaborated with others in previous roles. Highlight specific projects where teamwork led to outstanding results, as this will resonate well with the interviewers.

✨Prepare Your Deal Sheet

Since they ask for a representative deal sheet, make sure yours is polished and highlights your most relevant experiences. Be ready to discuss each deal in detail, focusing on your role and the impact you had on the outcome. This demonstrates your hands-on experience and commitment.

✨Master the Tech Tools

Proficiency in Excel, Word, and PowerPoint is crucial for this role. Before the interview, practice creating financial models and presentations. Being able to demonstrate your technical skills during the interview can set you apart from other candidates.

Investment Banking Analyst - Tech & Services
Baird

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>