The board
- Hours
- Part time
- Where
- Louisville, KY
- Posted
- Sep 11
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 2027 summer internship experience.
This is a paid internship program and 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.
Primary Responsibilities:
Required Qualifications:
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients.
What you'd do
- Shadow and participate in various types of client presentations
- Utilize CRM and financial planning software systems
- Opportunity to obtain e-Money Certification
- Shadow and assist Financial Advisors with preparation of financial documents and performance reports
- Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze, etc.
- Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance
- Participate and present in Investment Committee and portfolio subcommittee meetings
- Learn about and participate in portfolio optimization, rebalancing, and backtesting
- Conduct independent research and build spreadsheets for financial planning opportunities
- Work with a team virtually to create a financial planning project or other projects
- Starts
- 2026-09-11