Internship - Private Asset Management, Client Services Team (Year-Round)

Baird Careers; Milwaukee (WI); On-site; USD 25,000 - 36,000; Full time

Job summary

Baird's Private Asset Management internship in Milwaukee offers exposure to research, fixed income, portfolio management and business development while you build a foundation in investment consulting.

The program runs full-time in summer (37.5–40 hours/week, Mon–Fri) and part-time during the school year (15–20 hours/week) for local students starting ASAP, with flexible academic commitments.

Qualifications

• Pursuing a bachelor's degree in a business-related field or liberal arts.
• Anticipated graduation May 2028 or later.
• Strong written and verbal communication skills within a team.
• Demonstrated initiative and proactive learning.
• Detail oriented with organizational and time-management skills.
• Ability to work in a fast-paced team and stay calm under pressure.
• Strong business acumen and proficiency in standard office procedures.
• Strong working knowledge of Excel and PowerPoint.

Responsibilities

• Assist Client Service, Data and Operations teams with monthly/quarterly client performance reports and account setup and maintenance.
• Complete corporate class action processes for investments held in client accounts, including data compilation and submission.
• Maintain and update client information in the CRM system, supporting PAM teams.
• Participate in PAM team meetings, Ops/Service Meetings and Investment Committee meetings.
• Assist with tax documentation, including compiling documents and generating tax reports.
• Prepare reconciliation of incoming funds and process ACAT for new accounts.
• Perform additional duties and assist with ad hoc projects as assigned.

Skills

Communication skills

Detail oriented

Time management

Team collaboration

Proactive learner

Education

Pursuing Bachelor's degree in business or liberal arts

Tools

Microsoft Excel

PowerPoint

Job description

About the Role:

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. As an intern, you'll develop a comprehensive understanding of the core operations of our investment consulting business, with exposure to key areas including research, fixed income, portfolio management, and business development

This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start as soon as possible with flexibility offered around academic commitments.

The Impact You'll Make:

• Assist Client Service, Data and Operations teams with preparing monthly and/or quarterly client performance reports and account setup and maintenance functions

• Completion of corporate class action litigation processes for investments held in client accounts, including compilation of historical trade and ownership data, and coordinating the signature and submission process.

• Maintain and update client information in the Client Relationship Management (CRM) system, supporting task management and workflow processes across PAM teams

• Participate in all PAM team, Ops/Service Meetings and Service Team meetings and bi-weekly Investment Committee meetings

• Assist with tax documentation, including compiling necessary documents and generating tax reports as required

• Prepare reconciliation of incoming funds and process Automated Customer Account Transfers (ACAT) for new accounts

• Perform additional duties and assist with ad hoc projects as assigned

What You'll Bring to Baird:

• Pursuing a bachelor's degree in business-related field or liberal arts

• Anticipated gradation date of May 2028 or later

• Strong written and verbal communication skills with the ability to communicate ideas effectively within a team environment

• Demonstrated initiative and a proactive approach to learning and taking on new responsibilities

• Detail oriented and exhibits organizational, time management, and problem-solving skills

• Ability to work in a fast-paced team environment, take direction from multiple sources and remain calm under pressure

• Exhibit strong business acumen and proficiency in functional office skills, including knowledge of standard office procedures

• Strong working knowledge of Excel and PowerPoint

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.

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