About the role#
Private Asset Management (PAM) provides investment consulting for large institutional portfolios, including pensions, endowments, foundations, and ultra-high net worth families. As an intern, you will gain exposure to core operations like research, fixed income, portfolio management, and business development. This is a year-round position based in our downtown Milwaukee office.
What you'll do#
- Prepare monthly and quarterly client performance reports for the Client Service, Data, and Operations teams.
- Handle account setup and maintenance tasks.
- Manage corporate class action litigation processes, including compiling trade data and coordinating submissions.
- Update and maintain client information within the CRM system.
- Assist with tax documentation and generate required reports.
- Reconcile incoming funds and process Automated Customer Account Transfers (ACAT) for new accounts.
- Attend PAM team meetings, operations sessions, and bi-weekly Investment Committee meetings.
- Take on additional duties and ad hoc projects as assigned.
What you'll need#
- Currently pursuing a bachelor’s degree in a business-related field or liberal arts, with an anticipated graduation date of May 2028 or later.
- Strong written and verbal communication skills.
- Ability to work effectively in a team, take direction from multiple sources, and manage time well.
- Proficiency in functional office skills, including a strong working knowledge of Excel and PowerPoint.
- A proactive approach to learning and strong business acumen.
- Detail-oriented problem-solving skills.
Location & details#
- Location: Milwaukee, Wisconsin.
- Work Modality: On-site.
- Schedule: Full-time (37.5-40 hours per week) during the summer and part-time (15-20 hours per week) during the school semesters.
- Sponsorship: Baird does not provide sponsorship for this position.
About Baird
Baird is a financial services firm founded in 1919. Based in Milwaukee, the company provides wealth management, investment banking, asset management, and equity research services. It operates as a privately held organization with over 5,700 employees. The firm manages or oversees more than 560 billion dollars in client assets.
How to get in at Baird
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