Summer 2027 Outsourced CIO Internship
About The Position
Cerity Partners is seeking talented, bright, and motivated college students for its Summer 2027 internship program within the NYC Outsourced CIO (OCIO) team. This paid internship (30-40 hours/week) offers real-world experience in delivering client outcomes for endowments, foundations, and other institutional investors. Interns will provide administrative and project support to the Client Services, Operations, Accounting and Finance, and administrative teams. Responsibilities include assisting with client reporting, month-end close, audit support, and preparing client materials. This role is ideal for individuals seeking authentic exposure to the financial industry at a nationally recognized registered investment advisory firm.
Requirements
- Currently enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA.
- Majoring in Finance, Accounting, or a related degree.
- 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.
- Must be authorized to work for any employer in the U.S.
Responsibilities
- Monitor client correspondence, including daily email review, retrieving and saving documents (capital call and distribution notices, tax documents, audited financial statements, K1s, performance reports, capital account statements, monthly/quarterly letters, etc.), and creating reminders for timely action.
- 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.
- Participate in cycle counts with Accounting and Operations teams.
- Review 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.
Benefits
- Paid internship program
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What This Job Offers
Career Level
Intern
