Investment Data & Technology Intern - AI-Driven Visualization

Cerity Partners; New York, Northern (NY, KY); Hybrid; USD 25,000 - 44,000; Full time

Job summary

Cerity Partners is seeking Summer 2027 Interns to join the Investment Office within Central Solutions. This data-and-technology focused role will help cleanse and consolidate investment data, build data visualizations with AI tools, and support IPS and proposal projects.

You will work with the Portfolio Management team, gaining exposure to multi-asset class institutional investing and various investment strategies.

Qualifications

• Pursuing an undergraduate degree with a strong academic record.
• Finance, Mathematics, or Economics majors are a fit but not required.
• Exhibits interest in investing, data, and technology solutions.

Responsibilities

• Conduct asset class and capital markets research.
• Prepare clear, concise written reports of analysis performed.
• Provide reports and data for CIO and senior leaders as directed.
• Participate in research calls and meetings with investment managers; take notes.
• Utilize and help build AI tools to support research, data analysis, and visualization.
• Cleanse, consolidate, and maintain investment-related databases and models.
• Support IPS and client proposal solutions.

Skills

Data analysis

Attention to detail

Communication skills

Team collaboration

Education

Undergraduate student in Finance/Math/Economics

Tools

Excel Power Query

SQL

Tableau

Power BI

Job description

Cerity Partners is seeking Summer 2027 Interns to join the Investment Office within Central Solutions. This data-and-technology focused role will help cleanse and consolidate investment data, build data visualizations with AI tools, and support IPS and proposal projects.

You will work with the Portfolio Management team, gaining exposure to multi-asset class institutional investing and various investment strategies.