{"id":2658074,"url":"https://alion.io/job/baird-investment-banking-associate-tech-services","title":"Investment Banking Associate - Tech & Services","company":{"id":1756216,"name":"Baird","domain":"rwbaird.com","url":"https://alion.io/company/rwbaird","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":89,"open_postings":9,"ghost_share":0,"stale_share":0.444,"repost_share":0,"time_to_fill_p50_days":41,"computed_at":"2026-10-25T05:49:26Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["London, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":47000,"max_usd":82000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":20},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-15T23:40:27Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-25T09:00:27Z","board_verified":true,"closed_at":null,"days_open":9,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":9},"description":"About the Role:\nAt Baird, our Investment Bankers are committed to excellence, collaboration and delivering outstanding outcomes for clients. We are seeking an Investment Banking Associate to join our Technology & Services team and support its continued growth. The successful candidate will bring strong sell-side transaction experience, sound commercial judgement and the ability to take ownership of key execution workstreams. Baird’s Global Investment Banking division provides M&A, debt advisory and equity financing services to middle-market companies, entrepreneurs and financial sponsors. As an Associate, you will play a central role in executing transactions, developing junior team members and supporting senior bankers in delivering high-quality strategic advice to clients.\nThe Impact You’ll Make:\nTake ownership of key workstreams across live M&A, capital raising and strategic advisory engagements, helping to drive transactions from preparation through execution and completion \nApply strong commercial judgement and market awareness to assess businesses, identify key value drivers and risks, and contribute to clear, well-supported client recommendations \nLead the analysis of complex financial statements, operating data and business performance metrics, ensuring conclusions are accurate, commercially relevant and clearly communicated \nBuild, review and refine sophisticated financial models, including valuation, merger consequences, LBO and operating models, and oversee the quality of supporting analysis \nDevelop compelling investment cases and equity stories by assessing business models, market positioning, growth opportunities and key performance indicators \nPrepare and review high-quality client presentations, marketing materials, transaction documentation and other written communications that convey complex financial and strategic concepts with clarity and impact \nCoordinate effectively with senior bankers, management teams, clients and third-party advisers to maintain momentum, manage deliverables and support a well-run transaction process \nGuide and review the work of Analysts, providing clear direction, constructive feedback and day-to-day coaching while helping to maintain consistently high standards across the team \nSupport client and business development activity through sector research, company analysis, idea generation and the preparation of pitches and strategic materials \nMaintain a strong understanding of the Technology & Services landscape, global capital markets and broader economic trends, and apply those insights to client discussions and transaction strategy \nWhat You’ll Bring to Baird:\nA bachelor’s degree (or equivalent), ideally in a numerate, business or related discipline \nTypically 3-5 years of relevant experience in investment banking, with meaningful exposure to sell-side M&A execution; comparable corporate finance or transaction advisory experience may also be considered \nThe ability to utilise AI as a productivity and analytical tool, while exercising sound judgement on where human insight, critical thinking, and client judgement remain essential \nA genuine interest in, and strong working knowledge of, the Technology & Services sector; prior sector coverage experience is preferred \nDemonstrated experience managing significant transaction workstreams and producing high-quality analysis and materials under demanding timelines \nStrong financial modelling, valuation and accounting skills, with the confidence to review and challenge analysis produced by others \nExcellent written and verbal communication skills, including the ability to present complex information clearly and engage credibly with senior internal and external stakeholders \nStrong leadership and teamwork skills, with the ability to delegate effectively, support junior colleagues and contribute positively to a collaborative team environment \nExceptional organisational skills, attention to detail and the ability to prioritise multiple workstreams in a fast-paced environment \nAdvanced proficiency in Microsoft Excel, PowerPoint and Word; familiarity with financial databases such as Capital IQ, PitchBook and Mergermarket is an advantage \nFluency in English; additional European languages are an advantage \nA genuine drive to win and a strong commitment to delivering outstanding internal and external client service \nThe judgement, resilience and adaptability to operate effectively as priorities change and transactions evolve \nBaird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.","description_format":"text","description_chars":4851,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":["Equity","Growth opportunities"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Investment Banking & M&A Advisory","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-15T23:40:27Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Skilled Worker","cap_exempt":false,"checked_at":"2026-10-24T06:24:00+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.899,"p_room":1,"age_days":9,"expected_fill_days":41,"reasons":["conf:1","velocity","win:early","comp:brand"],"computed_at":"2026-10-25T05:49:26Z"},"pay":null,"html_url":"https://alion.io/job/baird-investment-banking-associate-tech-services","json_url":"https://alion.io/job/baird-investment-banking-associate-tech-services.json","meta":{"generated_at":"2026-10-25T18:47:49Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":26643,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-26T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1756216},"rest":"https://alion.io/mcp/rest/get_company?id=1756216"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbaird-investment-banking-associate-tech-services"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbaird-investment-banking-associate-tech-services"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbaird-investment-banking-associate-tech-services"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/baird-investment-banking-associate-tech-services\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbaird-investment-banking-associate-tech-services"}]}