File Checker responsible for maintaining compliance in financial planning at a wealth management firm. Engaging with stakeholders to ensure high - quality standards and risk mitigation.
About the role
- Investment Banking Associate executing public equity offerings and mergers & acquisitions at Baird. Collaborating with senior bankers and clients to drive financial advisory services across sectors.
Responsibilities
- 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
Requirements
- At least one year of full-time experience in a solution-focused financial or quantitative role
- Strong analytical skills, attention to detail, and a track record of delivering results
- Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team
- Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment
- Experience with AI tools such as Rogo, CoPilot, and auxi is preferred
- Familiarity with data visualization tools such as Power BI, Tableau, or similar
Benefits
- protected Friday night and Saturdays
- periodic sabbaticals during career
- shareholder opportunities
- mandatory paid time off (PTO)
- robust 401k match and profit-sharing contribution
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