Investment Analyst Intern

Cerity Partners; Austin, Northern (TX, KY); Hybrid; USD 28,000 - 41,000; Full time

Job summary

Cerit y Partners is seeking an Investment Analyst Intern to join the Investment Solutions team in Austin for a 2027 internship. The role reports to analysts and a portfolio manager and provides exposure to multi-asset class portfolio management and investment research.

This paid internship requires 40 hours per week and offers near-term experience in a professional, collaborative environment with access to senior leadership and hands-on training in wealth management and planning.

Qualifications

• Pursuing a Finance or related degree with a strong academic record.
• Strong skills in Excel and analytical thinking; ability to present findings clearly.

Responsibilities

• Assist portfolio monitoring, analysis, and reporting for managed portfolios.
• Support external manager updates and prepare 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 and present findings.
• Prepare reports for CIO, Lead Portfolio Managers, and clients.
• Collaborate on a financial planning or investment research project.
• Perform other duties as assigned.

Skills

Excel

PowerPoint

Word

Bloomberg

Analytical

Presentation

Communication

Education

Finance or related field

Tools

Bloomberg

Job description

## Investment Analyst InternApply: Onsite: Austin, TX: Denver, CO: Full time: Posted Yesterday: R944**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 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.*