Investment Analyst Intern

Cerity Partners Management LLC; Austin (TX); On-site; USD 28,000 - 34,000; Full time

Job summary

Cerit y Partners invites energetic finance students to join our Investment Solutions internship for 2027 in Austin, TX. You will work with the investment team, gaining exposure to multi-asset class portfolio management and interaction with senior staff.

You will monitor portfolios, perform research, and prepare concise reports for analysts and clients, while developing hands-on wealth management skills in a fast-paced, collaborative environment.

Qualifications

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

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.

Skills

Excel

PowerPoint

Word

Education

Pursuing Finance degree

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 week 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

• 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 Partners mission and demonstrate our core values.

Why Cerity Partners

• 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.

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 & 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.