Knowledge Services Operations Assistant

Maintain research and market-data operations — track subscriptions, user lists, and renewals across the firm’s information-product vendors with accuracy and timeliness

Build and maintain spreadsheets of moderate-to-high complexity, including pivot tables, lookups, and usage/cost reporting

Field and route research requests, addressing questions that require knowledge of departmental and firm functions

Maintain data integrity across CRM and internal systems through accurate entries and regular cleanups

Assemble materials and compile research so the team can focus on serving bankers

Coordinate meetings, vendor demos, and training logistics; process vendor invoices and expenses, checking for accuracy

Bachelor’s degree preferred; minimum 2 years of relevant experience, with investment banking or financial services experience strongly preferred

Prior experience in library sciences, research support or knowledge management is a plus

Advanced Excel skills and strong command of Microsoft Office (Word, Excel, PowerPoint, Outlook)

Exceptionally organized — consistent, accurate, and able to prioritize and meet deadlines

Not afraid of technology — a proactive self-starter who learns new platforms quickly; exposure to AI tools (Copilot, ChatGPT) and CRM platforms like Salesforce is a bonus

Intellectually curious — energized by learning new tools, data sources, and better ways to work

Detail-oriented, a strong communicator, and a flexible team player able to thrive under peak workloads