OCIO Intern – Investment Operations

Cerity Partners; New York (NY); On-site; USD 42,000 - 48,000; Full time

Job summary

Cerit y Partners in New York, NY, offers a Summer 2027 Outsourced CIO Internship that supports Client Services, Operations, Accounting and Finance, and administrative teams within the NYC OCIO division. This in-person internship provides real-world exposure to the financial industry and hands-on experience with daily operations and client outcomes.

The role requires an undergraduate student with a minimum 3.2 GPA, majoring in Finance or Accounting, and active campus involvement, preferably in a

Qualifications

• Active participation in campus organizations, preferably in a leadership role.
• Pursuing an undergraduate degree with a minimum 3.2 GPA in Finance, Accounting, or related field.
• Strong proficiency with Microsoft Office applications.

Responsibilities

• Monitor client correspondence and save financial documents such as capital call notices, tax forms, and performance statements.
• Assist with month-end close processes and reconcile balance sheet accounts.
• Support Accounts Payable with data entry, expense report processing, and filing.
• Prepare and review materials for accuracy for client and internal meetings.
• Perform ad hoc projects and tasks related to internal and external requests.

Skills

Leadership

Analytical skills

Microsoft Office

Education

Finance/Accounting major

Tools

Microsoft Office

Job description

Summer 2027 Outsourced CIO Internship | Cerity Partners

The Tone

This is a full-time internship at Cerity Partners, located in New York, NY. Cerity Partners is a nationally recognized registered investment advisory that provides outsourced investment services to endowments, foundations, and other institutional investors. This role offers real-world exposure to the financial industry, allowing interns to contribute directly to client outcomes and gain hands‑on experience within a collaborative culture. It provides an opportunity to support daily operations and projects across various OCIO teams, which is crucial for the firm’s service delivery.

The TL;DR

• Role: Internship
• Type: Full-time (30-40 hours/week)
• Location: In‑person New York, NY
• Team: Supports Client Services, Operations, Accounting and Finance, and administrative teams within the NYC OCIO division.
• Mission: Assist with daily tasks focused on delivering client outcomes for institutional investors by supporting multiple OCIO teams.
• Tech Stack: Microsoft Office Applications

What You’ll Actually Do

• Client Correspondence: Monitor client correspondence, including daily email review and saving financial documents like capital call notices, tax forms, and performance statements.
• Financial Operations: Assist with month-end close processes and perform reconciliations of balance sheet accounts.
• Expense Management: Support Accounts Payable by assisting with data entry, expense report processing, and filing.
• Material Preparation: Prepare and review materials for accuracy for both client and internal meetings.
• Ad‑hoc Support: Perform ad hoc projects and tasks related to internal and external requests as needed.

The Must‑Haves

• Background: Entry‑Level. Enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA, majoring in Finance, Accounting, or a related degree.
• Experience: Active participation in campus organizations, preferably in a leadership role, and or professional work experience.
• Skills: Proficiency in Microsoft Office Applications.
• Bonus: Alignment with Cerity Partner’s mission and demonstration of its core values.