Central Solutions Strategy Analyst Internship

Cerity Partners Management LLC; Odessa (TX); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Paid internship

Mentorship program

Career development

Job summary

Cerit y Partners is seeking Summer 2027 Interns for the Central Solutions team in Odessa, TX. This paid, full-time internship (40 hours/week) offers exposure to firm-wide strategy, cross-functional projects, and the design and execution of investment and advisory solutions.

You will work directly with senior leaders and gain hands-on experience across wealth management strategy and business intelligence. Ideal candidates are undergraduates in Business/Finance/Economics with strong academics,

Qualifications

• Undergrad student with strong academic record; business/finance/economics preferred.
• Interest in financial services and cross-functional strategy.
• Advanced PowerPoint and Excel; Microsoft 365 suite proficiency.

Responsibilities

• Support strategic initiatives led by the Chief Solutions Officer and leaders.
• Prepare clear written reports, presentations, and analyses for senior leadership.
• Provide data, research, and project-management support across multiple functions.

Skills

PowerPoint

Excel

AI tools

communication

analytical skills

confidentiality

Education

Undergraduate student (Business/Finance/Economics or related)

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: 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. 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‑being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. 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.