Investment Office Analyst Internship

Cerity Partners; West Conshohocken (PA); On-site; USD 25,000 - 30,000; Full time

Job summary

Cerity Partners is seeking Summer 2027 Interns to join the Investment Office as part of our Central Solutions team in West Conshohocken, PA. The internship is paid and full-time (40 hours per week), providing hands-on exposure to multi-asset portfolio management and a range of investment strategies.

You will assist on research across public and private markets, prepare analyses and reports for senior leaders, and gain experience with AI tools and financial databases in a collaborative

Qualifications

• Pursuing an undergraduate degree with a strong academic record.
• Interest in public and private capital markets and portfolio management.
• Ability to work independently in a fast-paced environment.
• Strong presentation and communication skills.
• Familiarity with mainstream AI tools.
• Ability to work in a team environment.

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, and data analysis
• Maintain investment-related databases, spreadsheets, and models to track client portfolio exposures.
• Collaborate with a team to develop a financial planning or investment research project.
• Perform other responsibilities as assigned.

Skills

Strong analytical skills

Presentation and communication skills

Independent work ability

Team collaboration

Familiarity with AI tools

Attention to detail

Education

Undergraduate student in Business or Finance

Strong academic record

Tools

Microsoft Office

Bloomberg

Morningstar

Job description

Cerity Partners is looking for Summer 2027 Interns to join our Investment Office as part of our Central Solutions team. As an Investment Office Intern, you will work on either our Investment Management, Public Market Research, or Private Research teams. The role provides exposure to the institutional investment marketplace, multi-asset class portfolio management, and a range of investment strategies and 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, and data analysis
• Maintain investment-related databases, spreadsheets, and models to track client portfolio exposures.
• 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. Business or Finance majors preferred but not required.
• Exhibits a strong interest in public and private capital markets and portfolio management.
• Ability to work independently in a fast-paced environment.
• Expertise with Microsoft Office.
• 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
• 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.