Investment Analyst Intern

Cerity Partners; Quinte West; On-site; CAD 22,000 - 30,000; Full time

Job summary

Cerity Partners is offering a paid summer Internship in Investment Solutions for 2027 in Canada. The role supports the Investment Team and reports to analysts and portfolio managers to learn multi-asset portfolio management and exposure to leading investment firms.

The intern will monitor portfolios, assist with updates, and help produce reports while developing financial planning and research skills in a collaborative, fast-paced environment.

Qualifications

• Pursuing a finance-related degree with strong academic performance.
• Interest in public and private capital markets and portfolio management.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Assist investment team with portfolio monitoring, analysis, and reporting.
• Assist with external manager updates and compile notes for the team.
• Maintain investment databases, spreadsheets, and models for tracking exposures.
• Perform qualitative and quantitative reviews of managers and portfolios.
• Conduct asset class and capital markets research.
• Produce clear written reports of analyses with limited supervision.
• Prepare information and analyses for CIO, Lead PMs, and clients.
• Collaborate on a financial planning project or investment research task.
• Perform other duties as assigned.

Skills

Excel

PowerPoint

Word

Analytical skills

Presentation skills

Communication

Education

Pursuing a degree in Finance

Tools

Bloomberg

Job description

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. This opportunity provides exposure to the institutional investment marketplace, with a goal of giving the intern an understanding of multi-asset class portfolio management, along with exposure to a range of investment management firms and strategies.

This is a paid internship program which requires an availability of 40 hours per weekand 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:

• 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

Required Qualifications:

• Pursuing a degree in Finance or similar field with a strong academic record

Skills and Competencies:

• Exhibits a strong interest in public and private capital markets and portfolio management
• Ability to work independently in a fast-paced environment
• Strong knowledge of Microsoft Excel, PowerPoint, Word, and Bloomberg
• Strong analytical skills with a high attention to detail
• Strong presentation and communication skills
• Identify with Cerity Partner’s mission and demonstrate our core values

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:

• Direct exposure to senior leadership and decision-makers.
• The opportunity to work at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.