Executive Assistant - Investment Banking

About the

Role:

Join our Global Investment Banking team as an Executive Assistant. Benefit from tailored mentorship, learning resources, and clear career paths. Support the team in administrative tasks, client relations, marketing, and talent development. The role involves managing calendars, arranging meetings, handling travel arrangements, and overseeing deal processes. Analytical skills are essential for research and effective communication. Building relationships is crucial. Training opportunities for career growth are provided. The Executive Assistant supports senior bankers, requiring confidence, proactive thinking, organizational skills, analytical and technological competencies, and adherence to confidentiality protocols. This position offers flexibility to work Tuesday, Wednesday and Thursday in the Charlotte office and Monday and Friday remote. Subject to change based on business needs.

The Impact You'll Make:

Be the organizational backbone by managing complex calendars, coordinating meetings, and resolving scheduling conflicts across teams and time zones. Own the logistics for internal and external meetings, including booking conference rooms, arranging catering, and liaising with vendors. Plan seamless travel experiences—domestic and international—by creating personalized itineraries and staying up-to-date on travel policies. Handle expense management with precision, ensuring timely submission and tracking for designated bankers. Support business development efforts by coordinating client meetings, managing NDAs, assisting with industry events, and helping with deal execution. Build strong relationships with bankers and peers through collaboration, responsiveness, and a team-first mindset. Maintain data integrity in Salesforce through accurate entries and regular cleanups. Coordinate shipping logistics with the Mailroom team for timely delivery of important materials. Provide coverage for other assistants during absences, ensuring continuity and support. Represent Baird professionally in all client interactions, both in-person and over the phone. A passion for organization and problem-solving. Strong communication skills and a client-service mindset. Ability to thrive in a collaborative, high-performance culture. Experience in a fast-paced, professional services environment is a plus. What You'll Bring to

Baird:

High school diploma or equivalent required; college coursework or degree a plus. Minimum of 5 years of administrative experience, preferably in financial services or a fast-paced professional environment. Proven ability to manage complex calendars and coordinate schedules across multiple stakeholders. Exceptionally organized and detail-oriented, with the ability to prioritize and multitask effectively. A proactive, resourceful self-starter who thrives on solving problems and anticipating needs. Strong written and verbal communication skills with a professional and client-focused demeanor. Comfortable working independently while maintaining high levels of accuracy and efficiency. Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). Experience with travel and expense systems (e.g., Concur) preferred. Familiarity with CRM platforms such as Salesforce is a plus. Exposure to AI tools (e.g., Copilot, ChatGPT) is a bonus and reflects our forward-thinking environment.

Benefits:

$30.75- hourly rate OR $43.25 flat rate Bonus potential up to 8.5% of base pay You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. Check out a day in the life of an Administrative Professional at Baird! #LI-RE1 Baird 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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive "to provide the best financial advice and service to our clients and be the best place to work for all." Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.