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.
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 in business, finance, economics, or a related field
- Anticipated graduation date of May 2028 or later
- Strong written and verbal communication skills
- Ability to work effectively as part of a team
- Positive attitude and proactive initiative
- Detail orientation and organizational skills
- Time management and problem-solving skills
- Strong client service, critical thinking, and troubleshooting skills
- Local student able to work in the downtown Milwaukee office
- Available full-time during summer and part-time during school semesters
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 positioned as a major strength, including a strong 401(k) with matching and profit-sharing contributions, plus access to financial planning support. Long-term wealth building is further reinforced through employee ownership and stock purchase opportunities.
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Leave & Time Off Breadth — Time-off benefits are framed as generous, including unlimited PTO in some descriptions, paid holidays, and paid volunteer time. Flex time and work-from-home options are also included as part of the broader work-life package.
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Healthcare Strength — Health coverage is described as comprehensive, spanning medical, dental, vision, and mental health support, alongside wellness programs and HSA/FSA options. Preventive care and employer contributions toward HSA/deductibles are highlighted as part of the design.
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.
