Cerity Partners is looking for a Summer 2027 Intern to join our Risk Management team.
As a Risk Management Strategy Intern, you will work directly with our Head of Risk Management Operations on data-driven projects that support the accuracy, organization, and strategic planning of the firm's risk management, or insurance planning, practice. The role provides exposure to data reconciliation, process clean-up, AI-assisted workflows (including Claude-based projects), and the insurance planning conversations that shape how the risk management team operates.
This is a paid, full-time internship (40 hours per week) that offers practical experience in a professional setting. It's a strong opportunity for consulting, operations, or strategy-minded students seeking direct insight into how insurance and holistic planning work together at a nationally recognized registered investment advisory firm.
Primary Responsibilities:
- Support data reconciliation across Salesforce and other systems to ensure risk management data is accurate, complete, and consistently maintained.
- Assist with data clean-up and organization projects, identifying and resolving discrepancies across trackers, reports, and source systems.
- Partner on Claude-based (AI) projects that streamline and automate risk management reporting, research, and analysis workflows.
- Maintain and enhance trackers, dashboards, and databases that support the Risk Management team's day-to-day operations.
- Join internal planning calls and meetings to learn how the Risk Management team develops strategy; prepare materials and distribute meeting notes as needed.
Required Qualifications:
- Currently pursuing an undergraduate degree with a strong academic record; Business, Economics, Finance, Operations, or a related field preferred but not required.
- Genuine interest in consulting, business operations, or strategy work, with an ability to bring structure and rigor to data-driven projects.
- Advanced proficiency in Microsoft Excel, including comfort reconciling and cleaning large data sets; familiarity with PowerPoint and the broader Microsoft 365 suite expected.
- Strong working knowledge of AI tools, particularly Claude, with an ability to apply them practically to data clean-up, research, and analysis workflows. Experience with Salesforce or other data tools is a plus.
- Exceptional attention to detail and comfort working with large, imperfect data sets to identify and resolve discrepancies.
- Clear and confident communication skills (written and verbal), including the ability to participate in planning calls and absorb context quickly.
- Demonstrated commitment to confidentiality and professional integrity.
- Alignment with Cerity Partners' mission and core values.
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:
- Direct exposure to senior leadership and decision-makers across the Risk Management team and the firm.
- The opportunity to contribute to real operational and strategic work on a lean, high-impact team.
- Hands-on experience at the intersection of data management, AI-enabled workflows, and risk management strategy.
- A front-row seat to how planning and risk strategy come together at one of the fastest-growing RIAs in America.
- Experience within a culture that values collaboration, curiosity, and excellence.
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- Currently pursuing an undergraduate degree
- Strong academic record
- Business, Economics, Finance, Operations, or related field
- Genuine interest in consulting, business operations, or strategy work
- Advanced proficiency in Microsoft Excel, including reconciling and cleaning large datasets
- Familiarity with PowerPoint and Microsoft 365
- Strong working knowledge of AI tools, particularly Claude
- Practical application of AI tools to data cleanup, research, and analysis workflows
- Experience with Salesforce or other data tools
- Exceptional attention to detail and ability to resolve data discrepancies
- Clear written and verbal communication skills
- Commitment to confidentiality and professional integrity
- Alignment with Cerity Partners' mission and core values
- Authorization to work for any employer in the United States
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
