Portfolio Analysis Intern: Finance & Markets Exposure

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

Job summary

Cerit y Partners is seeking an Investment Analyst Intern to join the Investment Solutions team in Austin for a 2027 internship. The role reports to analysts and a portfolio manager and provides exposure to multi-asset class portfolio management and investment research.

This paid internship requires 40 hours per week and offers near-term experience in a professional, collaborative environment with access to senior leadership and hands-on training in wealth management and planning.

Qualifications

• Pursuing a Finance or related degree with a strong academic record.
• Strong skills in Excel and analytical thinking; ability to present findings clearly.

Responsibilities

• Assist portfolio monitoring, analysis, and reporting for managed portfolios.
• Support external manager updates and prepare notes for the team.
• Maintain investment databases, spreadsheets and models for tracking exposures.
• Perform qualitative and quantitative reviews of managers and portfolios.
• Conduct asset class and capital markets research and present findings.
• Prepare reports for CIO, Lead Portfolio Managers, and clients.
• Collaborate on a financial planning or investment research project.
• Perform other duties as assigned.

Skills

Excel

PowerPoint

Word

Bloomberg

Analytical

Presentation

Communication

Education

Finance or related field

Tools

Bloomberg

Job description

Cerit y Partners is seeking an Investment Analyst Intern to join the Investment Solutions team in Austin for a 2027 internship. The role reports to analysts and a portfolio manager and provides exposure to multi-asset class portfolio management and investment research.

This paid internship requires 40 hours per week and offers near-term experience in a professional, collaborative environment with access to senior leadership and hands-on training in wealth management and planning.