Investment Office Intern: Multi-Asset Research & AI

Cerity Partners; Northern (KY); Hybrid; USD 28,000 - 41,000; Full time

Job summary

Cerity Partners is seeking Summer 2027 Interns to join our Investment Office as part of our Central Solutions team. You will work on either Investment Management, Public Market Research, or Private Research teams, gaining exposure to multi-asset class portfolio management and investment strategies.

This paid, full-time internship (40 hours per week) offers practical experience in a professional setting and direct exposure to senior leadership within a fast-growing nationally recognized RIAs firm.

Qualifications

• Pursuing an undergraduate degree; business or finance majors preferred but not required.
• Interest in public and private capital markets and portfolio management.
• Ability to work independently in a fast-paced environment.
• Experience with Bloomberg and Morningstar is a plus.
• Strong analytical, presentation, and communication skills.
• Familiarity with mainstream AI tools.
• Team-oriented with confidentiality and integrity.

Responsibilities

• Conduct asset class and capital markets research.
• Prepare clear, concise written analyses and reports.
• Provide reports and data for senior leaders including CIO and Heads of Solutions/Investment Management.
• Participate in research calls/meetings with investment managers; distribute notes.
• Utilize and help build AI tools to support research, drafting, and data analysis.
• Maintain investment-related databases, spreadsheets, and models.
• Collaborate on a financial planning or investment research project.
• Perform other responsibilities as assigned.

Skills

Analytical skills

Presentation & communication

Teamwork

Independence

Familiarity with AI tools

Education

Undergraduate degree

Tools

Microsoft Office

Bloomberg

Morningstar

AI tools

Job description

Cerity Partners is seeking Summer 2027 Interns to join our Investment Office as part of our Central Solutions team. You will work on either Investment Management, Public Market Research, or Private Research teams, gaining exposure to multi-asset class portfolio management and investment strategies.

This paid, full-time internship (40 hours per week) offers practical experience in a professional setting and direct exposure to senior leadership within a fast-growing nationally recognized RIAs firm.