Position Summary:
Are you a college student looking for a summer 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 summer internship program.
Cerity Partners is searching for 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. This individual will report directly to the analysts and portfolio manager responsible for the management of the firm’s various investment portfolios.
What you'd do
- 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
- Pursuing a degree in Finance or similar field with a strong academic record
- Starts
- 2026-10-01