Baird Capital – Fund Analyst

Baird Capital is the direct private investment arm of Robert W. Baird & Co., making venture capital, growth equity and private equity (PE) investments in strategically targeted sectors worldwide. Baird Capital partners with entrepreneurs and leverages its global executive networks to help build exceptional companies. For more information, please visit our website, Baird Capital.

Baird Capital is seeking a driven and dynamic professional to work closely with our Portfolio Operations, Finance and Investment teams. This individual will play a key role in fund valuations, quarterly investor reporting, portfolio review materials, and portfolio financial planning and analysis (FP&A).

Reporting directly to the Portfolio Operations Principal, this position will also support broader portfolio operations initiatives, offering a unique opportunity to contribute to strategic projects that drive value creation across Baird Capital’s global portfolio.

As a Fund Analyst, you will:

• Collaborate directly with Portfolio Operations leaders, Global Head of Finance and Investment and Finance teams to prepare quarterly valuation analyses for all venture portfolio companies and actively participate in valuation committee meetings.
• Serve as the primary liaison for audit-related inquiries, supporting the Fund auditors throughout the annual audit process.
• Manage and update company capitalization tables and distribution waterfalls, ensuring consistency with company valuations and capturing the impact of financings, exits, and other corporate events.
• Responsible for collecting, tracking, and reporting monthly financial data for all venture portfolio companies.
• Draft quarterly portfolio company write-ups for inclusion in investor reporting packages, providing high-level financial performance updates and performance commentary.
• Stay up to date on portfolio company performance by reviewing board materials, monitoring Salesforce updates, and actively participating in investment team meetings and portfolio reviews.
• Support the preparation of portfolio review materials, investor relations presentations, and annual meeting content.
• Generate fundamental financial analyses of portfolio companies—including trends, key performance indicators (KPIs), and other metrics—and report findings to the investment teams on a quarterly or ad hoc basis.
• Identify and implement process improvements while supporting the standardization of recurring reporting workflows, valuation procedures, and data management practices across the portfolio.
• Collaborate with operations and value creation teams to develop the infrastructure to measure the post-investment impact of key operational initiatives.
• Collaborate with Portfolio Operations leaders, portfolio company executives and investment teams to develop and shape value creation strategies to achieve investment theses.
• Help drive the most critical priorities on the value creation plans, supporting on everything from project management to Baird best practice implementations.

What makes this Baird Capital opportunity great:

• Trusted investment partner known for its:
• Collaborative approach
• Integrity
• Innovative mindset
• Offers a dynamic, team-oriented environment
• Encourages employees to take initiative and grow professionally
• Part of Baird, a global financial services firm recognized for:
• Strong culture
• Workplace excellence
• Values-driven organization committed to making a positive impact

What we look for:

• Bachelor’s degree in Accounting or Finance with a minimum of 3 years of relevant experience
• Experience in public accounting or transaction advisory, with exposure to private equity, venture capital, or M&A-related financial due diligence.
• Exceptional attention to detail, with a strong emphasis on accuracy, reliability, and a continuous improvement mindset
• Excellent written and verbal communication skills, with the ability to collaborate effectively and contribute as a team player
• Strong analytical and problem-solving abilities, combined with a proactive approach and a commitment to ongoing learning and development
• Outstanding organizational and time management skills, capable of managing multiple priorities, working independently, and taking initiative with clear, proactive communication
• Technologically adept, with a strong command of Microsoft Office, particularly Excel and Power BI, and an ability to leverage tools to improve processes and efficiency

Compensation and Benefits: 

• $100-115k base salary range.
• Significant bonus and profit share opportunity.
• Compensation and bonus are commensurate with experience, performance and/or firm profitability.
• Check out our Total Rewards at Baird, which is a summary of our benefits and compensation.

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.

ince 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders.

Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients.

We manage or oversee more than $490 billion in client assets and employ more than 5,300 Associates around the world. And, because nearly 80% of our associates are Baird stockholders, you can trust we all share a personal stake in your success.

For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share.

For more information, please visit https://www.rwbaird.com/bairddifference/.