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Baird

Wealth management and investment banking services

Business Automation & AI Solutions Intern

AI Application EngineeringPosted on Nov 4
Internship · Summer 2027Milwaukee, WI, USANo salary listed

About the Job

Requirements

  • Pursuing a bachelor’s degree in Computer Science, Data Science, Information Systems, or a related field.
  • Anticipated graduation date of May 2028 or later.
  • Proficiency in at least one programming language; Python is preferred.
  • Working knowledge of SQL and relational data concepts.
  • Hands-on experimentation with automation and artificial intelligence tools such as Power Automate, Copilot, or large language models.
  • Ability to communicate technical concepts clearly to non-technical stakeholders.
  • Ability to take ownership, prioritize effectively, and work independently in a fast-paced environment.
  • Strong problem-solving skills and attention to detail.
  • Comfort working collaboratively and in person with cross-functional teams.
  • Must be able to work full time during the summer, 37.5–40 hours per week, and part time during school semesters, 15–20 hours per week.
  • Must be a local student able to work in the downtown Milwaukee office.

Responsibilities

  • Identify and automate manual processes across the Global Investment Banking deal lifecycle using Power Automate and Power Apps.
  • Design and build end-to-end workflow solutions that integrate data from Salesforce, SQL, Snowflake, SharePoint, and Excel.
  • Prototype, test, and deliver AI-enabled use cases using Microsoft Copilot, Copilot Studio, ChatGPT, Claude, and Rogo.
  • Build custom Copilot agents and AI-driven tools to support research, document synthesis, data extraction, and decision support.
  • Participate in discussions with business and technology stakeholders and present delivered solutions and outcomes.
  • Produce technical documentation to support long-term maintainability and scalability of delivered solutions.

Desired Qualifications

  • Python proficiency is preferred.

About the Company

Baird

Wealth management and investment banking services

Baird provides financial services across four main areas: Wealth Management, Capital Markets, Private Equity, and Investment Banking. Its product mix ranges from financial planning and asset management for individuals and families to advisory services, capital-raising, and advisory for businesses, plus private equity investments and operating partner support. Baird’s services are delivered through a combination of client-advisor relationships, institutional trading, research, and investment products, with a focus on aligning investment solutions to client goals. The company differentiates itself through its employee-owned structure, global reach, and a broad, integrated platform that combines wealth management with corporate finance and investment activities. Baird’s stated goal is to help clients achieve “great outcomes” and do well for them, supported by deep expertise, a strong financial foundation, and a commitment to long-term relationships.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$872.1M
Headquarters
Milwaukee, WI
Founded
1919

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