OCIO Internship: Finance & Client Services in NYC

Cerity Partners Management LLC

United States

On-site

USD 28,000 - 34,000

Full time

7 days ago
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Benefits offered by this job

Paid internship
Senior leadership exposure
Wealth management training

Job summary

Cerity Partners is seeking a college student for its 2027 paid internship program in New York City. The role supports three NYC OCIO teams—Client Services, Operations/Accounting & Finance, and Administrative—with tasks including client reporting, month-end close, audit support, and material preparation.

Ideal candidates are enrolled undergrad students with a 3.2 GPA or higher, majoring in Finance or Accounting, proficient in Microsoft Office, and actively involved in campus organizations or

Qualifications

  • Be enrolled in an undergraduate program with GPA 3.2 or higher.
  • Majoring in Finance, Accounting, or related field.
  • Proficient in Microsoft Office Applications.

Responsibilities

  • Assist NYC OCIO teams with client reporting, month-end close and audit support.
  • Support Accounts Payable data entry and filing.
  • Help with balance sheet reconciliations and cycle counts.

Skills

Microsoft Office
Leadership experience
Finance knowledge

Education

Undergraduate in Finance/Accounting

Job description

Cerity Partners is seeking a college student for its 2027 paid internship program in New York City. The role supports three NYC OCIO teams—Client Services, Operations/Accounting & Finance, and Administrative—with tasks including client reporting, month-end close, audit support, and material preparation.

Ideal candidates are enrolled undergrad students with a 3.2 GPA or higher, majoring in Finance or Accounting, proficient in Microsoft Office, and actively involved in campus organizations or

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