Portfolio Analytics Intern

Cerity Partners Management LLC; Austin (TX); On-site; USD 28,000 - 34,000; Full time

Job summary

Cerit y Partners invites energetic finance students to join our Investment Solutions internship for 2027 in Austin, TX. You will work with the investment team, gaining exposure to multi-asset class portfolio management and interaction with senior staff.

You will monitor portfolios, perform research, and prepare concise reports for analysts and clients, while developing hands-on wealth management skills in a fast-paced, collaborative environment.

Qualifications

• Pursuing a degree in Finance or similar field with a strong academic record.

Responsibilities

• Assist the investment team with portfolio monitoring, analysis, and reporting responsibilities.
• Assist with external manager updates (calls & meetings) and compile notes for distribution to team members.
• Assist in maintaining investment related databases, spreadsheets, and models to assist with tracking client portfolio exposures.
• Perform qualitative and quantitative reviews of existing and prospective external managers and assist in recommending changes to client portfolios.
• Perform asset class and capital markets research.
• Produce clear and concise written reports of analysis performed, with limited supervision.
• Produce information, reports, and analysis for the Chief Investment Officer, Lead Portfolio Managers, and current and prospective clients as directed.
• Work with a team virtually to create a financial planning project or investment research project.
• Other duties as assigned.

Skills

Excel

PowerPoint

Word

Education

Pursuing Finance degree

Tools

Bloomberg

Job description

Cerit y Partners invites energetic finance students to join our Investment Solutions internship for 2027 in Austin, TX. You will work with the investment team, gaining exposure to multi-asset class portfolio management and interaction with senior staff.

You will monitor portfolios, perform research, and prepare concise reports for analysts and clients, while developing hands-on wealth management skills in a fast-paced, collaborative environment.