Financial Sponsors Group – Investment Banking

• 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

• 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

• 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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