Investment Analyst Intern
About The Position
Cerity Partners is seeking talented, bright, and motivated individuals with the highest level of personal integrity to join our Investment Solutions team for 2027. The Investment Analyst Intern will be a member of the Investment Team and report directly to the analysts and portfolio manager responsible for the management of the firm’s various investment portfolios. This opportunity provides exposure to the institutional investment marketplace, with a goal of giving the intern an understanding of multi-asset class portfolio management, along with exposure to a range of investment management firms and strategies. This is a paid internship program which requires an availability of 40 hours per week and is 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.
Requirements
- Pursuing a degree in Finance or similar field with a strong academic record
- Exhibits a strong interest in public and private capital markets and portfolio management
- Ability to work independently in a fast-paced environment
- Strong knowledge of Microsoft Excel, PowerPoint, Word, and Bloomberg
- Strong analytical skills with a high attention to detail
- Strong presentation and communication skills
- Identify with Cerity Partner’s mission and demonstrate our core values
- Applicants must be authorized to work for any employer in the U.S.
Responsibilities
- Assist the investment team with portfolio monitoring, analysis, and reporting responsibilities.
- Assist with external manager updates (calls & meetings) and compile notes for distribution to team members.
- Assist in maintaining investment related databases, spreadsheets, and models to assist with tracking client portfolio exposures.
- Perform qualitative and quantitative reviews of existing and prospective external managers and assist in recommending changes to client portfolios.
- Perform asset class and capital markets research.
- Produce clear and concise written reports of analysis performed, with limited supervision.
- Produce information, reports, and analysis for the Chief Investment Officer, Lead Portfolio Managers, and current and prospective clients as directed.
- Work with a team virtually to create a financial planning project or investment research project.
- Other duties as assigned.
Benefits
- Paid internship program
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What This Job Offers
Career Level
Intern
