Data Specialist - Investment Banking

Financial Sponsors Group - Investment Banking
As a Data Specialist, you will support the Client Relationship Specialist (CRS) team members by undertaking the following tasks and responsibilities:

• Audit and maintain client information, M&A transaction process milestones, and business development efforts within Salesforce (CRM database) based on insight from the CRS and FSG Banking Team in addition to independent research
• Attend recurring meetings with Salesforce Team and GIB Technology Group to problem solve on issues, monitor FSG requests, upgrade reports, improve data captured, communicate change impacts, advocate for FSG, etc.
• Assist with the preparation of internal and external presentation materials in conjunction with the M&A transaction process, Baird Conferences, client relationship reviews, etc.
• Create custom built SF reports with guidance from the Sr. FSG Data Specialist or FSG Data Specialist II, CRSs, and FSG Junior Team Managers
• Conduct research on private equity firms and industry trends utilizing external publications and database resources (i.e., Pitchbook, CapIQ, etc.)
• Liaise with GIB industry and product teams to vet information and add detail to Salesforce for the FSG Team Reports
• Provide Buyer Behavior Reports to Baird Transaction Teams that leverages the M&A transaction process milestone data captured in Salesforce
• Update and publish FSG-maintained Boiler Pages on the GIB SharePoint page
• Provide technical maintenance to existing FSG processes (i.e., Weekly Sponsor Feedback Process, Opportunity Tracking, Weekly Reports, etc.)
• Build strong relationships across the FSG team and effectively communicate with all stakeholders
• Perform other duties as assigned

What makes this opportunity great:

• Energetic 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:

• Bachelor's degree is required; 1-2 years of previous experience in a financial services or professional services organization is preferred
• The ideal candidate will possess a strong work ethic, a demonstrated record for excellence and have the ability to function equally well in both a team setting and on a self-directed basis
• Must be detail-oriented and recognize errors in numbers, spelling, grammar and punctuation; must demonstrate good follow-through skills
• Thorough working knowledge of Microsoft Office, with an emphasis on Microsoft Excel and Microsoft PowerPoint is required
• Experience working with Salesforce or a similar type of client relationship management software
• Project management, organizational skills, and time management skills required, including being able to prioritize multiple workstreams with competing deadlines
• Must have demonstrated ability to undertake research projects leveraging internal resources and external databases
• Excellent organizational and administrative skills
• Committed team member, reliable and trust worthy
• Flexibility to work outside of normal business hours, including some nights & weekends, is required (overtime eligible)

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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.