Finance Ops Intern: Commissions & Advisory Billing

Baird; Louisville (KY); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Mentorship

Hands-on projects

Networking events

Job summary

Baird’s Operations Department is seeking a summer intern in Louisville, KY. You’ll help process commissions statements, assist advisers with policy questions, and support the advisory and brokerage teams. This role blends finance with technology, offering mentorship and hands-on projects in a collaborative setting.

Expected 37.5–40 hours/week during summer and 15–20 hours/week during the school year, with start January 2027 or earlier. Local candidate preferred.

Qualifications

• Pursuing a bachelor’s degree in one of the preferred fields and may graduate May 2028 or later.
• Strong written and verbal communication.
• Ability to manage priorities and meet deadlines.
• Interest in technology and data visualization.

Responsibilities

• Assist with processing commissions statements
• Use technology tools to build process automation and improve commissions processes
• Work with financial services operational systems and technology
• Participate in daily team meetings and collaborate across the firm to help ensure highly efficient customer service
• Work in a team-oriented, collaborative environment
• Receive firsthand mentoring and training

Skills

Communication

Teamwork

Time management

Attention to detail

SQL

Power BI

Education

Bachelor’s degree in progress

Tools

SQL

VBA

Power BI

Job description

Baird’s Operations Department is seeking a summer intern in Louisville, KY. You’ll help process commissions statements, assist advisers with policy questions, and support the advisory and brokerage teams. This role blends finance with technology, offering mentorship and hands-on projects in a collaborative setting.

Expected 37.5–40 hours/week during summer and 15–20 hours/week during the school year, with start January 2027 or earlier. Local candidate preferred.