Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this to learn more about our Private Wealth Management business.

Are you looking to gain real world experience in a thriving, global financial services firm with an award-winning culture? Consider an internship and start building your career at Baird.

About our intern program:
Our competitive intern program offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative, fun and dynamic environment. Baird’s year-round intern program is a robust experience that includes a Summer Intern Welcome Event, professional development, and networking with leaders and associates. Our interns have the opportunity to use a Baird Give Back Day, a paid day to volunteer in the community. Our mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm.

Team Overview:

Private Asset Management (PAM) is a group within Baird Private Wealth Management that provides investment consulting for some of the firm’s largest institutional investment portfolios including foundations and endowments, pensions and other ERISA plans, companies and trusts and ultra-high net worth families.

Internship Location, Availability and Hours:
Located in our downtown Milwaukee, WI office, the intern must be able to work part-time during the school semesters, 15-20 hours per week, and full time during the summer, 37.5-40 hours per week. We are seeking a local student who can start in the first quarter of 2025.

As a Private Asset Management Client Service Intern, you will:

Assist Client Service, Data and Operations teams with preparing monthly and/or quarterly client performance reports and account setup and maintenance functionsCompletion of corporation class action litigations for investments held in client accounts - includes compilation of historical trade and ownership data and oversight of signature/submission processSupport Client Service team with maintenance, data entry and use of Client Relationship Management tool for task management and the workflow process across PAM teamsParticipate in all PAM team, Ops/Service Meetings and Service Team meetings and bi-weekly Investment Committee meetingsAssist with compiling tax documents and generating tax reports as neededPerform additional duties and assist with ad hoc projects as assigned

 What we look for:

Pursuing a bachelor’s degree in business-related field, economics, or liberal artsAnticipated gradation date of May 2026 or laterStrong written and verbal communication skills with the ability to communicate ideas effectively in a team environmentPositive attitude, proactive in seeking additional work, and strong initiativeDetail oriented and exhibits organizational, time management, and problem-solving skillsAbility to work in a fast-paced team environment, take direction from multiple sources and remain calm under pressureStrong working knowledge of Excel and PowerPoint

What makes this opportunity great:

Gain knowledge of the “nuts and bolts” of our investment consulting business, while gaining exposure to areas such as research, fixed income, portfolio management and business developmentReal-world, hands-on experience in generating and analyzing data and how that data is used to make business decisionsApply knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.