Financial Operations Intern

About the Role:

Operations team plays a critical role in supporting our business and delivering exceptional client service. The team manages critical parts of the transaction and account lifecycle. From opening and maintaining accounts to processing transactions, supporting Financial Advisors and improving the processes and technology behind our business. Interns are contributing members of your team while building a strong foundation in the financial services industry. You'll gain hands-on experience, solve real business challenges, work with operations systems and technology, and collaborate with associates across the firm. Learn more about the team here.

Internship opportunities are available across several specialized teams including Client Account Support, Client Reporting, Enterprise Initiatives and Product Support.

This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and work 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 in May/June 2027.

The Impact You’ll Make:

Depending on your team assignment, you may:

• Support day-to-day processes that help Baird's businesses, Financial Advisors and clients
• Contribute to projects focused on improving processes, increasing efficiencies and enhancing client experience
• Partner with associates to answer questions, research issues and help deliver timely, accurate service
• Gain exposure to the lifecycle of client accounts and transactions, including activities such as account opening and maintenance, deposits, cash and securities transactions, account transfers or commissions
• Analyze data, prepare reports, participate in system testing or document processes to support business decisions and identify opportunities for improvement
• Build experience with technology and data tools including Excel, SQL, automation, system testing or AI-supported process improvements
• Exposure to how various functions work together to support the firm

What You’ll Bring to Baird:

• Pursuing a bachelor’s business-related or liberal arts degree
• Anticipated graduation date of May 2028 or later
• Strong written and verbal communication skills
• Ability to collaborate effectively and contribute as part of a team.
• Positive attitude, initiative and proactive approach in seeking additional work
• Detail oriented with strong organizational and time management skills

• A client-focused mindset and a willingness to troubleshoot challenges, identify solutions, and help others

• Experience with Microsoft Excel a plus. Interest or experience with data analytics, SQL, automation or other technology tools may be beneficial for certain team assignments but is not required for all opportunities

About Our Intern Program:

Jumpstart your career with Baird’s high-impact summer intern program! You’ll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you’ll be part of a vibrant, collaborative culture that values your voice and fuels your future.

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.