Baird · 2 months ago
Internship - PWM Investment Solutions Support (Year-Round)
WI-Milwaukee
Internship
Onsite
Intern
Start in 2026 SpringBaird is a financial services firm that provides investment solutions to its clients. The Investment Solutions Support team plays a crucial role in assisting financial advisors by providing necessary tools and information to enhance client outcomes. As an intern, you will learn about investment offerings and support various initiatives within the team.
Financial Services
No H1B
Responsibilities
Support and maintain applications used for Managed Product offerings (e.g,. Envestnet)
Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use
Assess book of business efficiencies to assist field consultants in preparing for branch office visits
Maintain and update content on the firm’s intranet site (BairdWeb), ensuring accuracy and relevance
Perform additional duties and assist with ad hoc projects as assigned
Qualification
Required
Pursuing a bachelor's degree in finance, economics, business or related degree preferred
Anticipated graduation date of May 2027 or later
Strong written and verbal communication skills
Ability to work in a team environment and manage priorities to meet specific deadlines
Exceptional organizational and time management skills with a high attention to detail
Strong client service critical thinking and troubleshooting skills
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
Founded in 1919
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Ross W. Williams
Chief Operating Officer, Global Investment Banking
Adam W. Czaia
Managing Director
Recent News
2025-11-13
2025-11-11
2025-11-08
Company data provided by crunchbase