Internship - Securities Processing (Year-Round)

Baird; Milwaukee (WI); On-site; USD 100,000 - 145,000; Full time

Job summary

Baird’s Securities Processing internship in downtown Milwaukee offers a hands-on introduction to safeguarding client assets through receipt, transfer, registration, and maintenance of physical and electronic securities.

You will assist in processing and clearing stock, review related documentation, and learn how securities move through the financial system while gaining exposure to brokerage operations, risk management, and regulatory requirements in a collaborative team setting.

Qualifications

• Pursuing a bachelor’s degree in business, finance, economics or related field.
• Anticipated graduation date of May 2028 or later.
• Strong written and verbal communication skills; able to work effectively in a team.
• Proactive, with initiative to take on extra work.
• Detail oriented with good organizational and time management skills.
• Strong client service, critical thinking and troubleshooting abilities.

Responsibilities

• Assist in processing and clearing physical stock as well as book entry shares.
• Support the receipt, review and maintenance of physical stock certificates and related documentation.
• Learn how securities move through the financial system and interact with transfer agents and custodians.
• Research and resolve exceptions while ensuring accurate and efficient processing of transactions.
• Gain exposure to brokerage operations, risk management practices and regulatory requirements.
• Participate in daily team meetings and collaborate across the firm to support excellent client service.

Skills

Strong communication

Team player

Detail oriented

Time management

Problem solving

Client service

Education

Bachelor's degree in business/finance

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. We partner with the different business and functions within Baird with the goal of driving efficiencies and reducing risk to the firm. The Securities Processing team plays an important role in safeguarding client assets through the receipt, transfer, registration, and maintenance of physical and electronic securities. The team works closely with branches, transfer agents, custodians and other Operations teams to support accurate and timely processing of securities transactions.

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. We partner with the different business and functions within Baird with the goal of driving efficiencies and reducing risk to the firm. The Securities Processing team plays an important role in safeguarding client assets through the receipt, transfer, registration, and maintenance of physical and electronic securities. The team works closely with branches, transfer agents, custodians and other Operations teams to support accurate and timely processing of securities transactions. 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 Milwaukee, WI office. We are seeking a local student who can start January 2027 or earlier.

The Impact You’ll Make

• Assist in processing and clearing physical stock as well as book entry shares
• Support the receipt, review and maintenance of physical stock certificates and related documentation
• Learn how securities move through the financial system, including interactions with transfer agents, depositories and custodians
• Research and resolve exceptions while ensuring transactions are processed accurately and efficiently
• Gain exposure to brokerage operations, risk management practices and regulatory requirements
• 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, economics or related degree preferred
• Anticipated graduation date of May 2028 or later
• Strong written and verbal communication skills with the ability to work effectively as a team player
• Positive attitude, proactive in seeking additional work and strong initiative
• Detail oriented and exhibits organizational, time management and problem‑solving skills
• Strong client service, critical thinking and troubleshooting skills

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