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Baird

Wealth management and investment banking services

Continuous Improvement Analyst Intern

Business OperationsConfirmed live in the last 24 hours
Internship · Summer 2027Milwaukee, WI, USANo salary listed

About the Job

Requirements

  • Be pursuing a bachelor’s degree in business administration, management information systems, information technology, operations management, finance with a technology concentration, communications, or a related degree.
  • Have an anticipated graduation date of May 2028 or later.
  • Communicate clearly and professionally with clients and associates, including communicating technical information to technical and non-technical personnel.
  • Deliver excellent customer service to clients and associates.
  • Manage multiple priorities, demonstrate attention to detail, and ensure high-quality, on-time delivery.
  • Demonstrate motivation, proactivity, and strategic thinking, with a commitment to learning and contributing effectively.
  • Apply analytical and problem-solving skills to evaluate information and identify actionable solutions.
  • Learn new systems and policies.
  • Have advanced knowledge of Microsoft Office products, including Word, Excel, PowerPoint, and SharePoint.

Responsibilities

  • Provide client service and technical support to the team, clients, and associates.
  • Support research and resolution of end-user questions.
  • Assist with manual testing of workflow solutions, documenting issues and solutions, and tracking metrics.
  • Support system administration activities, including user, role, and permission setup and error-log monitoring.
  • Analyze existing automated processes and identify improvement opportunities using documented metrics.
  • Collaborate with the team to update user guides, training materials, process models, and decision models.
  • Share observations and recommendations to improve client and associate experiences through process-improvement work.
  • Gain exposure to Operations, Business Process, Continuous Improvement, Private Wealth Management, and the financial services industry through team meetings, trainings, and collaboration with associates across these teams.

Desired Qualifications

  • Experience with Jira, Azure, or other tracking tools.

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
$844.8M
Headquarters
Milwaukee, WI
Founded
1919

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