Hybrid Knowledge Services Library Assistant

Baird; Milwaukee (WI); Hybrid; USD 34,000 - 45,000; Full time

Job summary

Baird is seeking a Knowledge Services Library Assistant to support Global Investment Banking researchers with access to research, market data, and AI-driven tools. The role blends operations, data management, and knowledge support in a hybrid office setting.

You will handle subscriptions, CRM data quality, and research material assembly while collaborating with bankers worldwide. A bachelor’s degree is preferred and strong Excel/Office skills are essential.

Qualifications

• 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

Responsibilities

• Maintain research and market-data operations across subscriptions, user lists, and renewals
• Build and maintain complex spreadsheets with pivot tables, lookups, and usage/cost reporting
• Field and route research requests requiring knowledge of departmental and firm functions
• Maintain data integrity across CRM and internal systems with 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

Skills

Advanced Excel

Microsoft Office

Strong communication

Organized

Tech-savvy

Education

Bachelor’s degree preferred

Tools

Salesforce CRM

Copilot / ChatGPT

Job description

Baird is seeking a Knowledge Services Library Assistant to support Global Investment Banking researchers with access to research, market data, and AI-driven tools. The role blends operations, data management, and knowledge support in a hybrid office setting.

You will handle subscriptions, CRM data quality, and research material assembly while collaborating with bankers worldwide. A bachelor’s degree is preferred and strong Excel/Office skills are essential.