{"id":2642953,"url":"https://alion.io/job/baird-internship-private-asset-management-client-services-team-year-round","title":"Internship - Private Asset Management, Client Services Team (Year-Round)","company":{"id":1756216,"name":"Baird","domain":"rwbaird.com","url":"https://alion.io/company/rwbaird","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":91,"open_postings":8,"ghost_share":0,"stale_share":0.375,"repost_share":0,"time_to_fill_p50_days":44,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Early Careers","role_family":"Early Careers","seniority":"intern","employment_type":"internship","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Milwaukee, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":32000,"max_usd":54000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":408},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-14T00:00:00Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-11-05T07:01:40Z","board_verified":true,"closed_at":null,"days_open":22,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":22},"description":"About the Role:\nPrivate 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. As an intern, you’ll develop a comprehensive understanding of the core operations of our investment consulting business, with exposure to key areas including research, fixed income, portfolio management, and business development\nThis internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a localstudent who can start as soon as possible with flexibility offered around academic commitments.\nThe Impact You’ll Make:\nAssist Client Service, Data and Operations teams with preparing monthly and/or quarterly client performance reports and account setup and maintenance functions\nCompletion of corporate class action litigation processes for investments held in client accounts, including compilation of historical trade and ownership data, and coordinating the signature and submission process.\nMaintain and update client information in the Client Relationship Management (CRM) system, supporting task management and workflow processes across PAM teams\nParticipate in all PAM team, Ops/Service Meetings and Service Team meetings and bi-weekly Investment Committee meetings\nAssist with tax documentation, including compiling necessary documents and generating tax reports as required\nPrepare reconciliation of incoming funds and process Automated Customer Account Transfers (ACAT) for new accounts\nPerform additional duties and assist with ad hoc projects as assigned\nWhat You’ll Bring to Baird:\nPursuing a bachelor’s degree in business-related field or liberal arts\nAnticipated gradation date of May 2028 or later\nStrong written and verbal communication skills with the ability to communicate ideas effectively within a team environment\nDemonstrated initiative and a proactive approach to learning and taking on new responsibilities\nDetail oriented and exhibits organizational, time management, and problem-solving skills\nAbility to work in a fast-paced team environment, take direction from multiple sources and remain calm under pressure\nExhibit strong business acumen and proficiency in functional office skills, including knowledge of standard office procedures\nStrong working knowledge of Excel and PowerPoint\nAbout Our Intern Program:\nJumpstart 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.\nBaird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.\nBaird 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.","description_format":"text","description_chars":3529,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-10-15T19:24:26Z"}],"visa":[],"liveness":{"score":81,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.896,"p_room":0.9,"age_days":22,"expected_fill_days":44,"reasons":["conf:4","velocity","win:mid","comp:junior,brand"],"computed_at":"2026-11-05T05:54:30Z"},"pay":null,"html_url":"https://alion.io/job/baird-internship-private-asset-management-client-services-team-year-round","json_url":"https://alion.io/job/baird-internship-private-asset-management-client-services-team-year-round.json","meta":{"generated_at":"2026-11-05T09:08:41Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11655,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1756216},"rest":"https://alion.io/mcp/rest/get_company?id=1756216"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbaird-internship-private-asset-management-client-services-team-year-round"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbaird-internship-private-asset-management-client-services-team-year-round"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbaird-internship-private-asset-management-client-services-team-year-round"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/baird-internship-private-asset-management-client-services-team-year-round\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbaird-internship-private-asset-management-client-services-team-year-round"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2642953}},{"tool":"search_jobs","arguments":{"company":"rwbaird.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2642953},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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