Investment Office Analyst Internship

Cerity Partners•New York City, PA

About The Position

Cerity Partners is looking for Summer 2027 Interns to join our Investment Office as part of our Central Solutions team. As an Investment Office Intern, you will work on either our Investment Management, Public Market Research, or Private Research teams. The role provides exposure to the institutional investment marketplace, multi-asset class portfolio management, and a range of investment strategies and 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.

Requirements

Pursuing an undergraduate degree 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.
Expertise with Microsoft Office.
Strong analytical skills with a high attention to detail.
Strong presentation and communication skills.
Familiarity with mainstream AI tools
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.
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Business or Finance majors preferred but not required.
Experience with Bloomberg and Morningstar a plus.

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, and data analysis
Maintain investment-related databases, spreadsheets, and models to track client portfolio exposures.
Collaborate with a team to develop a financial planning or investment research project.
Perform other responsibilities as assigned.