About the Role:
Operations team plays a critical role in supporting our business and delivering exceptional client service. The team manages critical parts of the transaction and account lifecycle. From opening and maintaining accounts to processing transactions, supporting Financial Advisors and improving the processes and technology behind our business. Interns are contributing members of your team while building a strong foundation in the financial services industry. You'll gain hands-on experience, solve real business challenges, work with operations systems and technology, and collaborate with associates across the firm. Learn more about the team here.
Internship opportunities are available across several specialized teams including Client Account Support, Client Reporting, Enterprise Initiatives and Product Support.
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 in May/June 2027.
The Impact You’ll Make:
Depending on your team assignment, you may:
- Support day-to-day processes that help Baird's businesses, Financial Advisors and clients
- Contribute to projects focused on improving processes, increasing efficiencies and enhancing client experience
- Partner with associates to answer questions, research issues and help deliver timely, accurate service
- Gain exposure to the lifecycle of client accounts and transactions, including activities such as account opening and maintenance, deposits, cash and securities transactions, account transfers or commissions
- Analyze data, prepare reports, participate in system testing or document processes to support business decisions and identify opportunities for improvement
- Build experience with technology and data tools including Excel, SQL, automation, system testing or AI-supported process improvements
- Exposure to how various functions work together to support the firm
What You’ll Bring to Baird:
- Pursuing a bachelor’s business-related or liberal arts degree
- Anticipated graduation date of May 2028 or later
- Strong written and verbal communication skills
- Ability to collaborate effectively and contribute as part of a team.
- Positive attitude, initiative and proactive approach in seeking additional work
- Detail oriented with strong organizational and time management skills
- A client-focused mindset and a willingness to troubleshoot challenges, identify solutions, and help others
- Experience with Microsoft Excel a plus. Interest or experience with data analytics, SQL, automation or other technology tools may be beneficial for certain team assignments but is not required for all opportunities
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.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Skills Required
- Pursuing a bachelor's degree
- Anticipated graduation date of May 2028 or later
- Strong written and verbal communication skills
- Ability to work effectively as a team player
- Positive attitude and proactive initiative
- Detail orientation and organizational skills
- Time management and problem-solving skills
- Strong client service, critical thinking, and troubleshooting skills
- Ability to work full time during summer and part time during school semesters
- Local student able to work in the downtown Milwaukee, Wisconsin office
- Must not require current or future employment visa sponsorship
Baird Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Baird and has not been reviewed or approved by Baird.
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Retirement Support — Retirement offerings are portrayed as a standout, with 401(k) match and profit-sharing cited as notable strengths that enhance long-term financial security.
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Parental & Family Support — Paid parental leave is highlighted as generous, with clear support for both primary and secondary caregivers, alongside adoption assistance.
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Leave & Time Off Breadth — Paid holidays and PTO that increases with tenure are emphasized as above average, contributing to overall benefits satisfaction.
Baird Insights
What We Do
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.
