The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals. To learn more about Baird Trust, .
About the Role:
Baird Trust’s Investment Management team currently manages over $16.5 billion in two long-only strategies: Large Cap Equity and Equity Income. The team’s two portfolio managers and one analyst pursue a long-term business owner investment approach with an average holding period of over 10 years for each investment. The team aims to own high-quality, competitively advantaged businesses that are run by talented and honest management teams and that trade at a compelling price. Interns will be expected to be active participants in a variety of research projects and discussions throughout the summer. They will also have the opportunity to get an inside look into the job of an equity research analyst on Baird Trust’s two proprietary equity strategies. Learn more about the team .
This internship requires working full-time during the summer, 37.5-40 hours per week, Monday-Friday in our downtown Milwaukee, WI office. We are seeking a student who can start in June 2026.
The Impact You’ll Make:
Shadow and participate in various research projects as directed by both analysts and portfolio managersResearch specific stocks and industries based on current portfolio needsAssist with ongoing research projects which could include investigating companies we own, companies that are on our watch list, or various industries of interestUse FactSet data and information to supplement or create company and portfolio analysisBe prepared to present investment findings to the investment team and discuss the thesis on an idea, ultimately completing a full write-up of a stock and pitching it to the teamPrepare and potentially participate in company and analyst meetings and conference callsWhat You'll Bring to Baird:
Pursuing a bachelor’s degree in finance, accounting, business or another quantitative discipline, applied investment programs preferredAnticipated graduation of May 2028Curiosity and interest in researching and understanding businesses, along with a general appreciation for the stock market and investingStrong interpersonal communication skills, both oral and written; A high level of professionalism is mandatoryStrong organizational skills and the ability to work with minimal supervision, yet willingness to take direction; Detail-oriented individual with ability to handle multiple tasks simultaneouslyAdvanced computer skills using Microsoft Word, Excel and PowerPoint; Knowledge of FactSet is a plusBaird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
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Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. .