Knowledge Services & Research Operations Specialist

Baird; Chicago (IL); Hybrid; USD 34,000 - 45,000; Full time

Benefits offered by this job

Hybrid work environment

Mentorship and training

Bonus potential

Job summary

Baird's Global Investment Banking (GIB) team is seeking a Knowledge Services Operations Assistant to help investment bankers access research, market data, and other resources in a fast-paced financial services setting.

You will support operations, data management, and technology with hands-on training, mentorship, and exposure to leading research platforms and emerging AI-driven tools. The role offers a collaborative hybrid schedule with in-office Tue–Thu and remote Mon/Fri.

Qualifications

• Bachelor’s degree preferred; minimum 2 years of relevant experience, with investment banking or financial services experience strongly preferred
• Experience in library sciences, research support or knowledge management is a plus
• Advanced Excel and strong command of Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Exceptionally organized — consistent, accurate, and able to prioritize and meet deadlines
• 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

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

Organizational skills

Attention to detail

Effective communication

Advanced Excel

Education

Bachelor’s degree preferred

Tools

Salesforce

Copilot

ChatGPT

Job description

Baird's Global Investment Banking (GIB) team is seeking a Knowledge Services Operations Assistant to help investment bankers access research, market data, and other resources in a fast-paced financial services setting.

You will support operations, data management, and technology with hands-on training, mentorship, and exposure to leading research platforms and emerging AI-driven tools. The role offers a collaborative hybrid schedule with in-office Tue–Thu and remote Mon/Fri.