Knowledge Services Operations Assistant

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.

About the role

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.

Responsibilities

• Maintain research and market-data operations — track subscriptions, user lists, and renewals across the firm’s 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

Requirements

• Bachelor’s 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

Pay

Approximately $25 - $33 per hour, based on a 37.5 hour work week.

Benefits

• Bonus potential up to 8.5% of base pay
• Comprehensive benefits designed for your life, career and future