Summer 2027 Investment Office Intern: Research & AI

Cerity Partners Management LLC; Philadelphia (Philadelphia County); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Direct exposure to senior leadership

Hands‑on training

Collaborative culture

Top national RIA firm

Job summary

Cerity Partners is seeking Summer 2027 Interns for its Investment Office in the Central Solutions team. Interns will work on Investment Management, Public Market Research, or Private Research, gaining exposure to multi-asset class portfolios and investment strategies.

This paid internship offers hands-on training and collaboration with senior leaders in a nationally recognized RIA. Responsibilities include research, reporting, and assisting in data analysis, with opportunities to participate in

Qualifications

• Pursuing an undergraduate degree with strong academics.
• Business or Finance majors preferred but not required.
• Interest in public and private markets and portfolio management.
• Ability to work independently in a fast-paced environment.
• Proficiency with Microsoft Office; Bloomberg/Morningstar a plus.
• Strong analytical, presentation, and communication skills.
• Familiarity with mainstream AI tools.
• Team-oriented and maintains confidentiality and integrity.

Responsibilities

• Conduct asset class and capital markets research.
• Prepare clear, concise written reports of analysis.
• Provide reports and data for senior leaders as directed.
• Participate in research calls and meetings; distribute notes.
• Use and help build AI tools to support research and data analysis.
• Maintain investment-related databases and models for client exposure tracking.
• Collaborate on a finance-related research project with the team.
• Perform other responsibilities as assigned.

Skills

Public & private markets

Analytical skills

Presentation skills

Team collaboration

AI tools familiarity

Independent work

Confidentiality

Attention to detail

Education

Undergraduate student

Tools

Microsoft Office

Bloomberg

Morningstar

Job description

Cerity Partners is seeking Summer 2027 Interns for its Investment Office in the Central Solutions team. Interns will work on Investment Management, Public Market Research, or Private Research, gaining exposure to multi-asset class portfolios and investment strategies.

This paid internship offers hands-on training and collaboration with senior leaders in a nationally recognized RIA. Responsibilities include research, reporting, and assisting in data analysis, with opportunities to participate in