Hybrid Knowledge Services Ops Specialist - Research & Data

Illinois; Chicago (IL); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Mentorship

Hybrid work model

Hands-on training

Job summary

Baird's Global Investment Banking (GIB) is hiring a Knowledge Services Operations Assistant to support investment bankers with research, market intelligence, and data needs in a fast-paced environment.

The role blends operations, technology, and knowledge management with hands-on training, mentorship, and exposure to leading research platforms and emerging AI-driven tools. Hybrid work is available, with in-office collaboration Tuesday–Thursday and remote Monday/Friday.

Qualifications

• Bachelor’s degree preferred.
• 2+ years relevant experience in investment banking or financial services preferred.
• Advanced Excel and MS Office proficiency.
• Highly organized with ability to prioritize and meet deadlines.
• Tech-savvy with quick learning of new platforms; exposure to AI tools a plus.
• Curiosity for learning new data sources and tools.
• Strong communication and teamwork skills.

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

Skills

Advanced Excel

MS Office

Organized

Detail-oriented

Communication

Data management

Knowledge management

AI tools exposure

Team player

Education

Bachelor’s degree

Tools

Salesforce

CRM platforms

Copilot

ChatGPT

Job description

Baird's Global Investment Banking (GIB) is hiring a Knowledge Services Operations Assistant to support investment bankers with research, market intelligence, and data needs in a fast-paced environment.

The role blends operations, technology, and knowledge management with hands-on training, mentorship, and exposure to leading research platforms and emerging AI-driven tools. Hybrid work is available, with in-office collaboration Tuesday–Thursday and remote Monday/Friday.