Investment Data & Technology Analyst Internship

Cerity Partners Management LLC; United States; On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Paid internship

Job summary

Cerity Partners in the United States is seeking Summer 2027 interns for the Investment Office Central Solutions team. This paid, full-time internship (40 hours/week) focuses on data and technology, including cleansing investment data, building visualizations with AI tools like Claude, and supporting IPS and proposal projects.

Intern will work with the Portfolio Management team, gain exposure to multi-asset class institutional investing, and participate in research, data analysis, and

Qualifications

• Pursuing an undergraduate degree with a strong academic record.
• Finance, Mathematics, or Economics majors would fit but not required.
• Interest in public and private market investing and data/tech solutions.
• Ability to work independently in a fast-paced environment.
• Expertise with Microsoft Office; data management or visualization tools are a plus.
• Experience with Bloomberg and Morningstar is a plus.
• Strong analytical and presentation skills.
• Familiarity with AI tools (Claude, ChatGPT) and interest in applying them to data analysis.

Responsibilities

• Conduct asset class and capital markets research.
• Prepare concise written reports of analysis.
• Provide reports and data for senior leaders as directed.
• Participate in research calls with industry managers and take notes.
• Utilize AI tools to support research, data analysis, and visualization.
• Cleanse and maintain investment-related databases and models.
• Assist IPS preparation and client proposal solutions.
• Collaborate on a financial planning or investment research project.

Skills

Data analysis

SQL basics

Excel

Data visualization

Team collaboration

Communication skills

AI familiarity

Education

Pursuing undergrad degree in Finance/Math/Econ

Tools

Power BI

Tableau

Claude AI

Job description

Job Overview

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.

Internship Program Benefits

• 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.

Applicants must be authorized to work for any employer in the U.S.

Our people drive our success by working together to deliver exceptional service to our clients.

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.