Financial Benefits Analyst delivering analytical insights for clients’ financial strategies at OneDigital. Collaborating with cross - functional teams to support client needs in benefits management.
About the role
- Investment Banking Analyst providing analytical support in mergers, acquisitions, and financial advisory services for Baird. Learning through real transactions and collaboration with experienced bankers.
Responsibilities
- 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 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
- 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, 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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