Vice President - Investment, Global Fund

Baird Capital - Global Private Equity
Baird Capital is the direct private investment group of Robert W. Baird & Co. ("Baird") and includes both venture capital and private equity funds. Baird is a leading, employee-owned middle market financial services firm with over 5,100 employees and over 200 locations across the US, Europe, and Asia. Baird has been on Fortune Magazine's 100 Best Companies to Work For list for 20 consecutive years - placing 23rd in 2023. Our affiliation with Baird provides us with access to a global knowledge platform consisting of intellectual and human capital in the sectors in which we invest.
Our private equity team invests in the US, UK, and Asia markets in lower middle market companies - with a focus on businesses that have global growth opportunities. We make investments in the B2B Tech & Services sectors and are organized into one global team dedicated to identifying and investing in attractive founder-lead businesses in the lower middle market.
As a Vice President - Investment, Global Fund, you will:

• Work directly with our US private equity team while also interacting closely with our portfolio operations team and management of our portfolio companies.
• Investment theme research and development, investment sourcing and execution, portfolio management responsibilities and marketing & network development.
• Develop independent sourcing relationships and source investment opportunities, will be able to thoroughly evaluate the merits and risks of potential investment opportunities, will have strong communication skills, and will have excellent quantitative analytical capabilities.
• Upon demonstrated success and increased responsibility within Baird Capital, this individual is expected to progress to positions of increasing responsibility within Baird Capital.

What makes this opportunity great:

• Compelling careers working side-by-side with the best in the business.
• Energetic environment that will enable you to grow as a professional.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
• Highly collaborative team, with the potential to work abroad.
• Development opportunities with the path to be a leader.

What we look for:
Education:

• Undergraduate university degree from a leading institution.
• MBA degree from a top university or professional certification (CPA, CFA) preferred but not required.

Knowledge/Experience:

• Six to ten years of relevant work experience, three to four years post graduate or equivalent level work experience.
• Relevant experience includes investment banking, public accounting, private equity, and management consulting.
• Experience in US middle market M&A environment is a requirement, preference towards those with investment experience in technology and services subsectors.
• Previous experience working in operating companies alongside senior management is a plus.
• Established and growing network with intermediaries and investment professionals.

Skills/Abilities:

• Commitment to an ethical approach in dealings, teamwork, and a strong team culture.
• Strong analytical skills, understanding of financial statements, financial modeling, and data analysis.
• Attention to detail and demonstrates sound investment judgement and makes well-reasoned recommendations.
• Strong oral and written communication skills - ability to effectively exchange ideas and information; demonstrated ability to communicate effectively with all levels of management.
• Strong work ethic, mature demeanor, and projects an executive presence in meeting.
• Networking and brand development and building skills.
• Ability to think creatively to develop and find opportunities, solve problems, and create value.
• Organizational skills, ability to tolerate peak workloads, multiple assignments and produce results.
• Seeks regular feedback from team members to continue professional development.
• Provides coaching and mentorship to junior team members.
• Ability to communicate and work in a collaborative cross-cultural environment.
• Willingness to travel.

#DI
#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.