Securities Processing Intern — Mentored, Hands-On Finance

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

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.