Data Specialist â Investment Banking
Data Specialist â Investment Banking
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1 Vacancy
Job Description
Data Specialist - Investment Banking
Baird is a leading global investment bank with more than 545 banking associates across the world. We provide corporations entrepreneurs private equity and other financial sponsors with in-depth market knowledge and a broad range of advisory and financing solutions. Since 2020 Baird has completed nearly 760 advisory transactions representing $353 billion in transaction value and 391 financings raising over $163 billion. Committed to being a great place to work Baird has been recognized as aGreat Place to work since 2004.
As a Data Specialist you will support the Client Relationship Specialist (CRS) team members by undertaking the following tasks and responsibilities:
Maintaining FSG team data in internal databases / files and Bairds CRM system (Salesforce) to capture relevant data coming from both FSG senior bankers and CRS team members as well as self-directed desktop research and monitoring of trade association updates
Performing data transfer and clean-up tasks to assist with: 1) the migration of data from excel / word databases and reports into Salesforce and 2) the regular / mass data clean-up of private equity buyer information in internal databases / files and Salesforce
Preparing weekly reports used by the FSG team and Global Investment Banking team
Regularly communicating with others in the Global Investment Banking team to request / confirm information for databases reports or Salesforce
Providing private equity buyer behavior data and statistics to senior FSG bankers and Global Investment Banking execution deal teams upon request
Assisting with the research of private equity firms or the private equity industry
Assisting with the preparation of internal and external reports and presentation materials in relation to Baird the Global Investment Banking team FSG and / or private equity relationships using propriety information from Salesforce
Performing other duties as assigned
What makes this opportunity great:
Fast paced environment that will enable you to grow as a professional
Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
Opportunity to work with industry leaders - since 2010 Bairds Financial Sponsor group has played an integral role on nearly $130 billion worth of equity and M&A transactions
What we look for:
Bachelors degree
Previous administrative experience preferably within Investment Banking or a similar fast moving / deadline driven environment required
Business Competencies:
Pursuit of excellence
Client awareness
Contribution to corporate success
Supports compliance culture
Personal Skills:
Ability to tolerate peak workloads to deal with constant interruptions and to maintain flexibility and composure in a high volume high intensity environment
Effective time management skills and capable of producing accurate work
Excellent organization and administrative skills
Confident self-starter
Committed team member reliable and trustworthy
IT Skills:
Good working knowledge of MS Office and various search engines
Experience working in Salesforce or with other similar CRM platforms
Additional Details:
Compensation Information:
Min: $67000 - Max: $80000 Annual Salary
Bonus Eligible
*Compensation and bonus are commensurate with experience performance and/or GIB profitability
The Baird Difference:
In addition to a strong culture that is focused on health and well-being our organization offers competitive total compensation packages and unique benefits including:
Protected Friday night and Saturdays
Periodic Sabbaticals during career
Shareholder opportunities
Mandatory paid time off (PTO)
Robust 401k match and profit-sharing contribution
Learn more about Bairds unique additional benefits here
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients our associates and the communities where we live and work. This commitment stems from our culture of integrity genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey one of shared responsibility continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.Learn more here.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
