2027 Summer Risk Management Strategy Analyst Internship

Cerity Partners•Louisville, KY

7d•Onsite

About The Position

Cerity Partners is looking for a Summer 2027 Intern to join our Risk Management team. As a Risk Management Strategy Intern, you will work directly with our Head of Risk Management Operations on data-driven projects that support the accuracy, organization, and strategic planning of the firm's risk management, or insurance planning, practice. The role provides exposure to data reconciliation, process clean-up, AI-assisted workflows (including Claude-based projects), and the insurance planning conversations that shape how the risk management team operates. 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 consulting, operations, or strategy-minded students seeking direct insight into how insurance and holistic planning work together at a nationally recognized registered investment advisory firm.

Requirements

Currently pursuing an undergraduate degree with a strong academic record; Business, Economics, Finance, Operations, or a related field preferred but not required.
Genuine interest in consulting, business operations, or strategy work, with an ability to bring structure and rigor to data-driven projects.
Advanced proficiency in Microsoft Excel, including comfort reconciling and cleaning large data sets; familiarity with PowerPoint and the broader Microsoft 365 suite expected.
Strong working knowledge of AI tools, particularly Claude, with an ability to apply them practically to data clean-up, research, and analysis workflows.
Exceptional attention to detail and comfort working with large, imperfect data sets to identify and resolve discrepancies.
Clear and confident communication skills (written and verbal), including the ability to participate in planning calls and absorb context quickly.
Demonstrated commitment to confidentiality and professional integrity.
Alignment with Cerity Partners' mission and core values.
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Experience with Salesforce or other data tools is a plus.

Responsibilities

Support data reconciliation across Salesforce and other systems to ensure risk management data is accurate, complete, and consistently maintained.
Assist with data clean-up and organization projects, identifying and resolving discrepancies across trackers, reports, and source systems.
Partner on Claude-based (AI) projects that streamline and automate risk management reporting, research, and analysis workflows.
Maintain and enhance trackers, dashboards, and databases that support the Risk Management team's day-to-day operations.
Join internal planning calls and meetings to learn how the Risk Management team develops strategy; prepare materials and distribute meeting notes as needed.