Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

We are seeking a talented and motivated individual to work with the Financial Sponsor Group (FSG) within Global Investment Banking. This person will play an integral role in providing detail-oriented data management support to the FSG team in conjunction with the greater Global Investment Banking team.  Under limited supervision and on own initiative, he or she will perform duties in support of the Client Relationship Specialist (CRS) team and senior members of FSG.  Activities and duties of the position require proficiency working in Microsoft Excel and the ability to effectively manage databases and CRM systems (preferably Salesforce).  The ideal candidate must be able work and excel in a team-oriented, fast paced and deadline-driven environment.
As a Client Relationship Data Specialist (CRDS), 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 Baird’s 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, Baird's 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 trust worthy
  • IT Skills:
    • Good working knowledge of MS Office and various search engines
    • Experience working in Salesforce or with other similar CRM platforms


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.


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