Internship - Private Asset Management, Client Services Team (Year-Round)
Are you looking to gain real world experience in a thriving, global financial services firm with an award-winning culture? Consider an internship and start building your career at Baird.
About our intern program:
Our competitive intern program offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative, fun and dynamic environment. Baird's summer intern program is a robust experience that includes an Intern Welcome Event, professional development, and networking with leaders and associates. Our interns have the opportunity to use a Baird Cares Day, a paid day to volunteer in the community. They are also eligible to apply for scholarships. Our mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm. To learn more, check out this video.
Team Overview:
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.
Internship Location, Availability and Hours:
Located in our downtown Milwaukee, WI office, the intern must be able to work part-time during the school semesters, 15-20 hours per week, and full time during the summer, 37.5-40 hours per week. We are seeking a local student who can start in May 2024.
As a Private Asset Management Client Service Intern, you will:
- Assist Data, Client Service and Operations teams with preparing monthly and/or quarterly client performance reports and account setup and maintenance functions
- Partner with Data team on testing automated reports and auditing for accuracy
- Support Client Service with use of Client Relationship Management tool for task management and the workflow process across PAM teams
- Participate in all PAM team meetings and bi-weekly investment committee meetings
- Perform additional duties and assist with ad hoc projects as assigned
What we look for:
- Pursuing a bachelor’s degree in business, economics, or liberal arts
- Anticipated graduation date of May 2025 or later
- Strong written and verbal communication skills with the ability to communicate ideas effectively in a team environment
- Positive attitude, proactive in seeking additional work, and strong initiative
- 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
- Strong working knowledge of Excel and PowerPoint
What makes this opportunity great:
- Gain knowledge of the “nuts and bolts” of our investment consulting business, while gaining exposure to areas such as research, fixed income, portfolio management and business development
- Real-world, hands-on experience in generating and analyzing data and how that data is used to make investment decisions
- Apply knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships