Knowledge Services Operations Assistant

ROBERT W. BAIRD & CO. INCORPORATED; Chicago (IL); Hybrid; USD 34,000 - 45,000; Full time

Benefits offered by this job

Hybrid work model

Bonus potential

Job summary

ROBERT W. BAIRD & CO. INCORPORATED in Chicago seeks a Knowledge Services Operations Assistant to support Global Investment Banking by enabling access to research, market data, and data management.

You will blend operations, technology, and knowledge management to help bankers serve clients and execute transactions. The role emphasizes organization, curiosity, and continual learning, with training on leading research platforms and AI tools.

Qualifications

• Bachelor’s degree preferred.
• 2+ years of relevant experience in investment banking or financial services is strongly preferred.
• Advanced Excel and Microsoft Office proficiency required.
• Highly organized, detail oriented, and able to prioritize and meet deadlines.
• Familiarity with AI tools (Copilot, ChatGPT) and CRM platforms like Salesforce is a bonus.
• Curiosity about data sources, tools, and processes; strong communication skills.

Responsibilities

• Maintain research and market-data operations, track subscriptions, and renewals.
• Build and maintain complex spreadsheets with pivot tables and lookups.
• Route and answer research requests; know firm functions and processes.
• Maintain data integrity across CRM and internal systems with regular cleanups.
• Assemble materials and compile research for bankers.
• Coordinate meetings, vendor demos, and training; process invoices and expenses.

Skills

Advanced Excel

Microsoft Office

Data management

Research support

Knowledge management

Attention to detail

Communication

Self-starter

Time management

Education

Bachelor’s degree preferred

Tools

Salesforce

Copilot

ChatGPT

CRM

Job description

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 You’ll Make

• 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

What You’ll Bring to Baird

• 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

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
• You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.