Teams at Cerity Partners

Sources and evaluates startup investment and commercial partnership opportunities for corporate venture capital clients. Responsibilities include meeting founders, assessing business plans and pitches, developing entrepreneur relationships, researching industries and market trends, tracking deal flow, supporting due diligence, and assisting with transaction closings.

Serves as the first point of contact for clients and visitors while providing tax administrative support. Responsibilities include phone and email communication, document scanning and filing, mail and shipping coordination, tracking tax return statuses and authorizations, client onboarding, invoicing support, workflow coordination, meeting planning, process improvement, and office supply management.

Paid summer internship supporting wealth management and financial planning activities. Responsibilities include assisting financial advisors with client presentations, financial documents, performance reports, investment portfolios, tax planning research, spreadsheets, and the full financial planning process. Interns will use CRM and financial planning software, collaborate on projects, and gain exposure to senior leadership and registered investment advisory operations.