Knowledge Services Operations 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

Join Baird's Global Investment Banking (GIB) team as a Knowledge Services Library 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
• 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.