About the Role: Join Baird's Global Investment Banking (GIB) team as a Knowledge Services Operations Assistant, where you'll play a key role in helping investment bankers access the research, market intelligence, and data they need to serve clients and execute transactions. This position offers a unique opportunity to combine operations, technology, research support, and data management within a fast-paced investment banking environment. This is an excellent growth opportunity for someone who is highly organized, intellectually curious, and interested in building a career in research, knowledge management, or financial services. You'll work alongside experienced professionals who are committed to your development, providing hands-on training, mentorship, and exposure to leading research platforms, market data resources, and emerging AI-driven tools. At Baird, you'll be empowered to take ownership, continuously learn, and make a visible impact on a team that supports bankers across the globe. We offer a collaborative hybrid work environment, with in-office collaboration Tuesday through Thursday and remote work Monday and Friday, subject to business needs. The Impact Youll Make Maintain research and market-data operations track subscriptions, user lists, and renewals across the firms information-product vendors with accuracy and timeliness Build and maintain spreadsheets of moderate-to-high complexity, including pivot tables, lookups, and usage/cost reporting Field and route research requests, addressing questions that require knowledge of departmental and firm functions Maintain data integrity across CRM and internal systems through accurate entries and regular cleanups Assemble materials and compile research so the team can focus on serving bankers Coordinate meetings, vendor demos, and training logistics; process vendor invoices and expenses, checking for accuracy What Youll Bring to Baird Bachelors degree preferred; minimum 2 years of relevant experience, with investment banking or financial services experience strongly preferred Prior experience in library sciences, research support or knowledge management is a plus Advanced Excel skills and strong command of Microsoft Office (Word, Excel, PowerPoint, Outlook) Exceptionally organized consistent, accurate, and able to prioritize and meet deadlines Not afraid of technology a proactive self-starter who learns new platforms quickly; exposure to AI tools (Copilot, ChatGPT) and CRM platforms like Salesforce is a bonus Intellectually curious energized by learning new tools, data sources, and better ways to work Detail-oriented, a strong communicator, and a flexible team player able to thrive under peak workloads Compensation and Benefits: Approximately $25 - $33 per hour, based on a 37.5 hour work week Bonus potential up to 8.5% of base pay Compensation and bonus are commensurate with experience, performance and/or firm profitability Youll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. #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.
