Are you a college student looking for an internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our 2027 internship program.
Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our NYC OCIO team to assist with daily tasks focused on delivering client outcomes. We provide outsourced investment services to endowments, foundations, and other institutional investors. As an intern, you will be responsible for providing administrative and project support to three NYC OCIO teams: the Client Services team, the Operations, Accounting and Finance team, and the administrative team. You may assist all NYC OCIO teams with client reporting, month-end close and audit support, and client material preparation.
This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.
Primary Responsibilities:
As an intern you will work closely with the team to deliver on existing work priorities as well as participate in projects as needed. This may include:
- Assisting the team in monitoring client correspondence. This may include, but is not limited to, daily review of emails, retrieving and saving documents (such as capital call and distribution notices, tax documents, audited financial statement, K1, performance, capital account statements, monthly/quarterly letters, etc.), creating reminders to ensure timely action is taken.
- Assist with month-end close and perform reconciliations of balance sheet accounts.
- Help with Accounts Payable transactions including data entry, expense report processing and filing.
- Take part in cycle counts with Accounting and the Operations teams.
- Reviewing team materials for accuracy.
- Assist in preparing materials for client or internal meetings.
- Perform ad hoc projects and tasks related to internal and external requests.
- Other duties as assigned.
Required Qualifications:
- Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
- Majoring in Finance, Accounting, or related degree.
- Be proficient in Microsoft Office Applications.
- Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience.
- Identify with Cerity Partner’s 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 opportunity to work at one of the fastest-growing RIAs in America.
- Hands-on training to build and strengthen wealth management and financial planning 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
- Currently enrolled in an undergraduate program at an accredited university
- Minimum 3.2 GPA
- Majoring in Finance, Accounting, or a related degree
- Proficiency in Microsoft Office applications
- Active participation in campus organizations, preferably in a leadership role, and/or professional work experience
- Identify with Cerity Partners' mission and demonstrate its core values
- Authorized 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.
-
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.
-
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.
-
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/.
