Investment Office Intern: Research & Multi-Asset Insights

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 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