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- Tasks: Deliver impactful data solutions and insights for the Financial Sponsors Group in M&A.
- Company: Join a leading global investment banking firm with a dynamic culture.
- Benefits: Competitive salary, career growth opportunities, and a collaborative work environment.
- Why this job: Make a real impact by leveraging data to drive strategic decision-making.
- Qualifications: Degree in Finance, Business, or Data Analytics; experience with Salesforce and Power BI.
- Other info: Fast-paced environment with opportunities to collaborate across teams.
The predicted salary is between 36000 - 60000 £ per year.
As a Data Specialist within the Global Investment Banking division, you will play a pivotal role in supporting the Financial Sponsors Group (FSG) by delivering high-impact data solutions and insights. This position is ideal for a detail-oriented professional who thrives in a fast-paced, deadline-driven environment and is passionate about leveraging data to drive strategic decision-making.
You’ll be responsible for preparing sponsor-specific information packages, managing opportunity tracking workflows, and maintaining critical CRM and reporting systems—including advanced use of Salesforce and Power BI for data visualization and reporting. Your work will directly support senior bankers in client engagements, onboarding initiatives, and marketing efforts within an M&A environment.
This role offers a unique opportunity to collaborate across teams and contribute to the success of high-profile investment banking initiatives. You’ll be expected to demonstrate strong organizational skills, technical proficiency in tools like Salesforce and Microsoft Office, and a proactive approach to problem-solving. If you’re a confident self-starter with a keen eye for accuracy and a commitment to excellence, this role will allow you to make a meaningful impact while growing your career in a dynamic global setting.
The Impact You’ll Make- Prepare and deliver regular sponsor-specific information packages for FSG bankers’ client meetings, leveraging private equity websites, market intelligence sources, and Salesforce.
- Participate in opportunity tracking discussions, including the distribution of target reports to sector bankers, documenting key points from calls, managing follow-ups, and tracking their progress.
- Create tailored Salesforce reports and Power BI dashboards to support business intelligence needs.
- Assist with the update and maintenance of FSG banker-specific reports including call activity reports, coverage reports, opportunity tracking and other report revisions.
- Coordinate with senior bankers to provide information or facilitate requests regarding sponsors, including industry-specific asset screening initiatives, particularly for onboarding new senior hires.
- Daily private equity data processing within internal databases / CRM from information available from Global Investment Banking reports, resources, or outside data platforms (e.g., private equity websites, Unquote Data, Mergermarket, Pitchbook, etc.).
- Making general updates to the sponsor database and CRM including:
- Adding sponsor investment and sector / subsector criteria.
- Updating sponsor contact information, such as inputting correct contact type classifications and detailed information about relationships.
- Updating sponsor portfolio company information such as financial performance details, business description and priority status.
- Updating FSG Buyer Strips Database with sponsor commentary used in pitches in MS Excel and PowerPoint.
- Assisting with the regular / mass data clean-up of sponsor investment criteria and contact information.
- Business Competencies
- Pursuit of excellence.
- Client awareness.
- Contribution to corporate success.
- Supports compliance culture.
- Demonstrated interest in finance, high-level understanding of investment banking.
- Strong client service and good communication skills.
- Confident self-starter.
- Excellent organisation and administrative skills.
- Capable of producing accurate work.
- Effective time management skills.
- Committed team member, reliable and trustworthy.
- Ability to thrive within a dynamic and changing environment.
- Experience using advanced MS Office CRM tool experience (Salesforce preferred), Power BI, various search engines, and AI comprehension.
- Some administrative experience, preferably within Investment Banking or a similar fast-moving / deadline-driven environment.
- Degree qualified in a relevant field (e.g., Finance, Business, Data Analytics, or related discipline).
During your employment, you must comply with the FCA rules and guidance including but not limited to the FCA’s Conduct Rules.
Data Specialist (M&A) employer: Baird
Contact Detail:
Baird Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Data Specialist (M&A)
✨Tip Number 1
Network like a pro! Reach out to connections in the investment banking world, especially those who work with data. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your data visualisation projects using Power BI or Salesforce. This will give potential employers a taste of what you can do and set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of private equity and M&A trends. Being able to discuss current market insights will impress interviewers and show you're genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Data Specialist (M&A)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Data Specialist role. Highlight your experience with Salesforce, Power BI, and any relevant data management skills. We want to see how your background aligns with what we’re looking for!
Showcase Your Attention to Detail: Since this role is all about accuracy and detail, don’t shy away from sharing examples of how you’ve maintained high standards in your previous work. We love candidates who can demonstrate their commitment to excellence!
Be Proactive in Your Approach: In your application, let us know how you’ve taken initiative in past roles. Whether it’s improving processes or solving problems, we appreciate self-starters who can thrive in a fast-paced environment like ours.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Baird
✨Know Your Data Tools
Make sure you brush up on your skills with Salesforce and Power BI. Be ready to discuss how you've used these tools in past roles, especially in creating reports or dashboards. Showing that you're comfortable with these platforms will give you an edge.
✨Prepare for Scenario Questions
Expect questions that ask you to solve problems or handle specific scenarios related to data management and client interactions. Think of examples from your previous experience where you successfully managed data workflows or improved processes, and be ready to share them.
✨Showcase Your Attention to Detail
As a Data Specialist, accuracy is key. Prepare to discuss how you ensure precision in your work, whether it's through double-checking data entries or maintaining databases. Bring examples of how your attention to detail has positively impacted your previous teams.
✨Demonstrate Your Team Spirit
Collaboration is crucial in this role, so be prepared to talk about how you work with others. Share experiences where you’ve coordinated with team members or supported senior bankers, highlighting your communication skills and reliability as a team player.
