2027 Summer Risk Management Strategy Analyst Internship

Cerity Partners Management LLC; Louisville (KY); On-site; USD 25,000 - 36,000; Full time

Job summary

Cerity Partners invites a Summer 2027 Risk Management Strategy Intern to work with the Head of Risk Management Operations on data-driven projects. You will engage in data reconciliation, clean-up, Claude-based AI workflows, and dashboard maintenance to support strategic planning of the firm's risk management practice.

The role offers a paid, full-time internship (40 hours/week) with exposure to real operational and strategic work within a leading national RIA.

Qualifications

• Pursuing an undergraduate degree in business, economics, finance, operations, or related field.
• Strong interest in consulting, business operations, or strategy with data-driven approach.
• Advanced proficiency in Microsoft Excel; comfortable reconciling/cleaning large data sets; familiarity with PowerPoint.
• Strong working knowledge of AI tools, particularly Claude; apply to data clean-up, research, analysis workflows.
• Experience with Salesforce or similar data tools is a plus.
• Exceptional attention to detail and ability to handle large, imperfect data sets.
• Clear and confident written and verbal communication; participate in planning calls and absorb context quickly.
• Demonstrated commitment to confidentiality and professional integrity.

Responsibilities

• Support data reconciliation across Salesforce and other systems to ensure risk management data is accurate and complete.
• 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 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.

Skills

Excel

PowerPoint

AI tools

Salesforce

Data analysis

Attention to detail

Education

Undergraduate student

Tools

Salesforce

Claude AI

Microsoft 365

Job description

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.

Primary 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.

Required Qualifications

• 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.
• Experience with Salesforce or other data tools is a plus.
• 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.

Why Cerity Partners

• Direct exposure to senior leadership and decision-makers across the Risk Management team and the firm.
• The opportunity to contribute to real operational and strategic work on a lean, high-impact team.
• Hands-on experience at the intersection of data management, AI-enabled workflows, and risk management strategy.
• A front-row seat to how planning and risk strategy come together at one of the fastest-growing RIAs in America.
• 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.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us.

We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.