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

Robert W. Baird & Co. Incorporated • Milwaukee, WI

50d • Onsite

About The Position

Private Asset Management (PAM) is a group within Baird Private Wealth Management that provides investment consulting for some of the firm's largest institutional investment portfolios including foundations and endowments, pensions and other ERISA plans, companies and trusts and ultra-high net worth families. As an intern, you'll develop a comprehensive understanding of the core operations of our investment consulting business, with exposure to key areas including research, fixed income, portfolio management, and business development This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working 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 as soon as January 2026; start date is flexible.

Requirements

• Pursuing a bachelor's degree in business-related field or liberal arts
• Anticipated gradation date of May 2027 or later
• Strong written and verbal communication skills with 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 and exhibits 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
• Exhibit strong business acumen and proficiency in functional office skills, including knowledge of standard office procedures
• Strong working knowledge of Excel and PowerPoint

Responsibilities

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

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Industry: Management of Companies and Enterprises
• Number of Employees: 5,001-10,000 employees