Investment Data & Tech Intern: AI-Driven Research

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

Job summary

Cerity Partners seeks Summer 2027 Interns for the Investment Office Data & Technology team in New York. This paid, full-time 40-hour-per-week internship focuses on cleansing and consolidating investment data, building data visualizations with AI tools, and supporting IPS and proposals with the Portfolio Management group.

You will gain exposure to multi-asset institutional investing, work with senior leaders, and contribute to research and analytics across asset classes and investment strategies.

Qualifications

• Pursuing an undergraduate degree with strong academics; finance/math/economics fit well but not required.
• Interest in public and private market investing and data/tech solutions.
• Ability to work independently in a fast-paced environment.
• Proficiency with Microsoft Office; data management or visualization tools are a plus.
• Experience with Bloomberg and Morningstar is advantageous.
• Strong analytical, presentation, and communication skills.
• Familiarity with AI tools like Claude or ChatGPT and applying them to data tasks.
• Team-oriented with high professional integrity and confidentiality.

Responsibilities

• Conduct asset class and capital markets research.
• Prepare concise written reports of analysis performed.
• Provide reports, data, and analysis for senior leaders as directed.
• Participate in calls/meetings with investment managers; notes distribution.
• Utilize and help build AI tools to support research, data analysis, and visualization.
• Cleanse, consolidate, and maintain investment databases, spreadsheets, and models.
• Support IPS preparation and client proposal solutions.
• Collaborate on a financial planning or investment research project.
• Perform other responsibilities as assigned.

Skills

Analytical skills

Presentation skills

Communication skills

Team player

Confidentiality

Attention to detail

Education

Undergraduate student in Finance/Math/Economics

Tools

Excel Power Query

SQL

Tableau

Power BI

Bloomberg

Morningstar

AI tools (Claude)

ChatGPT

Job description

Cerity Partners seeks Summer 2027 Interns for the Investment Office Data & Technology team in New York. This paid, full-time 40-hour-per-week internship focuses on cleansing and consolidating investment data, building data visualizations with AI tools, and supporting IPS and proposals with the Portfolio Management group.

You will gain exposure to multi-asset institutional investing, work with senior leaders, and contribute to research and analytics across asset classes and investment strategies.