Investment Data & Technology Analyst Internship

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 is looking for Summer 2027 Interns to join our Investment Office as part of our Central Solutions team. This internship is data and technology focused — you will help cleanse and consolidate investment data, help build data visualizations using AI tools such as Claude, and support Investment Policy Statement (IPS) and proposal projects. As an Investment Office Data & Technology Intern, you will work with the Portfolio Management team. The role provides exposure to the multi-asset class institutional investing model, and to a range of investment strategies and asset managers.

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 investment industry at a nationally recognized registered investment advisory firm.

Primary Responsibilities:

• Conduct asset class and capital markets research.
• Prepare clear, concise written reports of analysis performed.
• Provide reports, data, and analysis for the CIO, Head of Solutions, Head of Investment Management, Head of Research, and other business leaders, as directed.
• Participate in research calls and meetings with industry-leading investment managers; prepare and distribute meeting notes.
• Utilize and help build AI tools to support research, drafting, data analysis, and visualization.
• Cleanse, consolidate, and maintain investment-related databases, spreadsheets, and models.
• Support the preparation of Investment Policy Statements (IPS) and client proposal solutions.
• Collaborate with a team to develop a financial planning or investment research project.
• Perform other responsibilities as assigned.

Required Qualifications:

• Pursuing an undergraduate degree with a strong academic record. Finance, Mathematics, or Economics majors would fit well with the roll but not required.
• Exhibits a strong interest in public and private market investing and portfolio management, as well as financial data and technology solutions.
• Ability to work independently in a fast-paced environment.
• Expertise with Microsoft Office.
• Experience with data management or data visualization tools (e.g., Excel Power Query, SQL, Tableau, or Power BI) is a plus.
• Experience with Bloomberg and Morningstar a plus.
• Strong analytical skills with a high attention to detail.
• Strong presentation and communication skills.
• Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization.
• Ability to work in a team environment.
• Confidentiality and professional integrity of the highest order.
• Identify with Cerity Partners’ 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 chance to work at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen investment solutions 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.