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

Baird•Milwaukee, WI

8d•Onsite

About The Position

Private Asset Management (PAM), a group within Baird Private Wealth Management, provides investment consulting for institutional investment portfolios, including foundations and endowments, pensions and other ERISA plans, companies and trusts, and ultra-high-net-worth families. The intern will develop an understanding of the core operations of the investment consulting business and gain exposure to research, fixed income, portfolio management, and business development. The position is based in Baird’s downtown Milwaukee, Wisconsin office. It requires full-time work during the summer (37.5–40 hours per week, Monday through Friday) and part-time work during school semesters (15–20 hours per week), with flexibility around academic commitments. Baird is seeking a local student who can start as soon as possible.

Requirements

Pursuing a bachelor’s degree in a business-related field or liberal arts.
Anticipated graduation date of May 2028 or later.
Strong written and verbal communication skills and 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, with 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.
Strong business acumen and proficiency in functional office skills, including knowledge of standard office procedures.
Strong working knowledge of Excel and PowerPoint.
Must be a local student able to work in the downtown Milwaukee office.
Must not require employment visa sponsorship now or in the future.

Responsibilities

Assist Client Service, Data, and Operations teams with preparing monthly and/or quarterly client performance reports and account setup and maintenance.
Complete corporate class action litigation processes for investments held in client accounts, including compiling historical trade and ownership data and coordinating signature and submission processes.
Maintain and update client information in the Client Relationship Management (CRM) system, supporting task management and workflow processes across PAM teams.
Participate in PAM team, Operations/Service, and Service Team meetings, as well as bi-weekly Investment Committee meetings.
Assist with tax documentation, including compiling necessary documents and generating tax reports as required.
Prepare reconciliations of incoming funds and process Automated Customer Account Transfers (ACAT) for new accounts.
Perform additional duties and assist with ad hoc projects as assigned.