Cerity Partners is looking for Summer 2027 Interns to join our Investment Office as part of our Central Solutions team. This internship is data and technology focused — you will help cleanse and consolidate investment data, help build data visualizations using AI tools such as Claude, and support Investment Policy Statement (IPS) and proposal projects. As an Investment Office Data & Technology Intern, you will work with the Portfolio Management team. The role provides exposure to the multi-asset class institutional investing model, and to a range of investment strategies and asset managers.
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 students seeking direct insight into the investment industry at a nationally recognized registered investment advisory firm.
Primary Responsibilities:
- Conduct asset class and capital markets research.
- Prepare clear, concise written reports of analysis performed.
- Provide reports, data, and analysis for the CIO, Head of Solutions, Head of Investment Management, Head of Research, and other business leaders, as directed.
- Participate in research calls and meetings with industry-leading investment managers; prepare and distribute meeting notes.
- Utilize and help build AI tools to support research, drafting, data analysis, and visualization.
- Cleanse, consolidate, and maintain investment-related databases, spreadsheets, and models.
- Support the preparation of Investment Policy Statements (IPS) and client proposal solutions.
- Collaborate with a team to develop a financial planning or investment research project.
- Perform other responsibilities as assigned.
Required Qualifications:
- Pursuing an undergraduate degree with a strong academic record. Finance, Mathematics, or Economics majors would fit well with the roll but not required.
- Exhibits a strong interest in public and private market investing and portfolio management, as well as financial data and technology solutions.
- Ability to work independently in a fast-paced environment.
- Expertise with Microsoft Office.
- Experience with data management or data visualization tools (e.g., Excel Power Query, SQL, Tableau, or Power BI) is a plus.
- Experience with Bloomberg and Morningstar a plus.
- Strong analytical skills with a high attention to detail.
- Strong presentation and communication skills.
- Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization.
- Ability to work in a team environment.
- Confidentiality and professional integrity of the highest order.
- Identify with Cerity Partners’ mission and demonstrate our 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.
- The chance to work at one of the fastest-growing RIAs in America.
- Hands-on training to build and strengthen investment solutions skills.
- 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
- Pursuing an undergraduate degree with a strong academic record
- Strong interest in public and private market investing, portfolio management, financial data, and technology solutions
- Ability to work independently in a fast-paced environment
- Expertise with Microsoft Office
- Strong analytical skills and high attention to detail
- Strong presentation and communication skills
- Familiarity with mainstream AI tools such as Claude or ChatGPT and interest in applying them to data analysis and visualization
- Ability to work in a team environment
- Confidentiality and professional integrity
- Alignment with Cerity Partners' mission and core values
- Experience with data management or visualization tools such as Excel Power Query, SQL, Tableau, or Power BI
- Experience with Bloomberg and Morningstar
- Finance, Mathematics, or Economics major
- 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/.
