Internship - Commissions & Advisory Billing (Year-Round)

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

About The Role

Baird’s Operations Department (“Ops”) is the best kept secret in the financial services industry and plays a critical role to the success and growth or the firm. They partner with the different business and functions within Baird with the goal of driving efficiencies and reducing risk to the firm. The Commissions and Advisory Billing team supports both advisory and brokerage business, managing the processes that ensure advisors are compensated accurately and timely. As an intern, you’ll assist with processing commissions statements and assisting financial advisors with questions on policy and commission payments.

About The Role

Baird’s Operations Department (“Ops”) is the best kept secret in the financial services industry and plays a critical role to the success and growth or the firm. They partner with the different business and functions within Baird with the goal of driving efficiencies and reducing risk to the firm. The Commissions and Advisory Billing team supports both advisory and brokerage business, managing the processes that ensure advisors are compensated accurately and timely. As an intern, you’ll assist with processing commissions statements and assisting financial advisors with questions on policy and commission payments.

This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and work part time during the school semesters, 15-20 hours per week, in our downtown Louisville, KY office. We are seeking a local student who can start in January 2027 or earlier.

The Impact You’ll Make

• 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

What You’ll Bring To Baird

• Pursuing a bachelor’s degree in business, finance, business analytics, economics, information technology management, information systems, or related degree preferred
• Anticipated graduation date of May 2028 or later
• Strong written and verbal communication skills
• Ability to work in a team environment and manage priorities to meet specific deadlines
• Exceptional organizational and time management skills with a high attention to detail
• Strong client service, critical thinking, and troubleshooting skills
• Interest in technology such as coding (ex. SQL, VBA) and visualization tools (ex. PowerBI) a plus

About Our Intern Program

Jumpstart your career with Baird’s high-impact summer intern program! You’ll gain real-world experience, connect with inspiring leaders and grow through hands‑on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you’ll be part of a vibrant, collaborative culture that values your voice and fuels your future. To learn more, check out this video.

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