OCIO Summer Internship: Finance Ops & Client Services (NYC)

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

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