Central Solutions Strategy Analyst Internship

Cerity Partners; New York (NY); On-site; USD 28,000 - 34,000; Full time

Job summary

Cerit y Partners is inviting Summer 2027 Interns to join the Central Solutions team in New York. Interns will work directly with the Chief Solutions Officer on strategic initiatives that support growth and integration of the firm.

This paid, full-time internship (40 hours per week) offers exposure to firm-wide strategy, cross-functional projects, and a range of investment and advisory solutions. Responsibilities include supporting strategic initiatives, preparing reports and presentations, and

Qualifications

• Pursuing an undergraduate degree; Business, Economics, Finance, or related field preferred but not required.
• Genuine interest in financial services, business strategy, and cross-functional collaboration.
• Advanced proficiency in PowerPoint and Excel; comfortable with Microsoft 365 suite.
• Familiarity with AI tools (e.g., ChatGPT, Claude, Copilot) and applying them to research or analysis workflows.
• Strong analytical skills with attention to detail and the ability to manage multiple workstreams.
• Clear and confident written and verbal communication; ability to distill complex information for diverse audiences.
• Commitment to confidentiality and professional integrity.
• Alignment with Cerity Partners’ mission and core values.

Responsibilities

• Support strategic initiatives led by the Chief Solutions Officer and business leaders.
• Prepare clear written reports, presentations, and analyses for senior leadership.
• Provide data, research, and project management support across investment management, private markets, risk management, marketing, and more.
• Assist with maintaining trackers, dashboards, and databases to support business development and strategic execution.
• Participate in internal and external meetings; prepare materials and distribute meeting notes.

Skills

PowerPoint

Excel

Microsoft 365

AI tools

Data analysis

Communication

Multitasking

Education

Undergraduate degree

Tools

Salesforce

Bloomberg

Job description

Cerity Partners is looking for Summer 2027 Interns to join our Central Solutions team. As a Central Solutions Intern, you will work directly with our Chief Solutions Officer and team on strategic initiatives that support the growth and integration of the firm. The role provides exposure to firm-wide business strategy, cross-functional projects, and the design and execution of investment and advisory solutions across Cerity Partners.

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 students seeking direct insight into the strategy and operations of a nationally recognized registered investment advisory firm.

Primary Responsibilities

• Support strategic initiatives led by the Chief Solutions Officer and other business leaders, as directed.
• Prepare clear, concise written reports, presentations, and analysis for senior leadership.
• Provide data, research, and project management support spanning across investment management, private markets, risk management, marketing, and more.
• Assist with maintaining trackers, dashboards, and databases to support business development and strategic execution.
• Participate in internal and external meetings as needed; prepare materials and distribute meeting notes.

Required Qualifications

• Currently pursuing an undergraduate degree with a strong academic record; Business, Economics, Finance, or a related field preferred but not required.
• Genuine interest in financial services, business strategy, and working across functions to solve complex problems.
• Advanced proficiency in Microsoft PowerPoint and Excel; comfort with the broader Microsoft 365 suite expected.
• Familiarity with AI tools (e.g., ChatGPT, Claude, Microsoft Copilot) and an ability to apply them practically to research, drafting, or analysis workflows. Experience with Salesforce, Bloomberg, or other data tools is a plus.
• Strong analytical skills with exceptional attention to detail and the ability to manage multiple workstreams simultaneously.
• Clear and confident communication skills (written and verbal) with the ability to distill complex information for diverse audiences.
• Demonstrated commitment to confidentiality and professional integrity.
• Alignment with Cerity Partners’ mission and 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 across the firm.
• The opportunity to contribute to real strategic work on a lean, high-impact team.
• Hands-on experience at the intersection of wealth management strategy, business intelligence, and client solutions.
• A front-row seat to the growth of 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.