Summer 2027 Outsourced CIO Internship

Cerity Partners; New York (NY); On-site; USD 25,000 - 39,000; Part time

Job summary

Cerity Partners is seeking college students for a 2027 internship in New York City to join the OCIO teams and gain real-world experience. This paid internship (30-40 hours/week) provides administrative and project support across Client Services, Operations/Accounting/Finance, and the administrative team.

Responsibilities include assisting with client reporting, month-end close, audit support, and preparing client materials.

Qualifications

• Be enrolled as an undergraduate at an accredited university with a minimum GPA of 3.2.
• Majoring in Finance, Accounting, or related degree.
• Proficient in Microsoft Office Applications.
• Actively participating in campus organizations, preferably with a leadership role.

Responsibilities

• Provide administrative and project support to NYC OCIO teams (Client Services, Operations/Accounting/Finance, Administrative).
• Assist with client reporting, month-end close and audit support, and client material preparation.
• Support day-to-day tasks including monitoring client correspondence and document handling.
• Participate in projects and ad hoc tasks as needed.
• Contribute to meetings preparation and material development.

Skills

MS Office proficiency

Leadership experience

Education

Finance or Accounting major

GPA 3.2+

Tools

Microsoft Office

Job description

Are you a college student looking for an internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others?If yes, we believe you could be an outstanding fit for our 2027 internship program.

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our NYC OCIO team to assist with daily tasks focused on delivering client outcomes. We provide outsourced investment services to endowments, foundations, and other institutional investors. As an intern, you will be responsible for providing administrative and project support to three NYC OCIO teams: the Client Services team, the Operations, Accounting and Finance team, and the administrative team. You may assist all NYC OCIO teams with client reporting, month-end close and audit support, and client material preparation.

This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.

Primary Responsibilities:

As an intern you will work closely with the team to deliver on existing work priorities as well as participate in projects as needed. This may include:

• Assisting the team in monitoring client correspondence. This may include, but is not limited to, daily review of emails, retrieving and saving documents (such as capital call and distribution notices, tax documents, audited financial statement, K1, performance, capital account statements, monthly/quarterly letters, etc.), creating reminders to ensure timely action is taken.
• Assist with month-end close and perform reconciliations of balance sheet accounts.
• Help with Accounts Payable transactions including data entry, expense report processing and filing.
• Take part in cycle counts with Accounting and the Operations teams.
• Reviewing team materials for accuracy.
• Assist in preparing materials for client or internal meetings.
• Perform ad hoc projects and tasks related to internal and external requests.
• Other duties as assigned.

Required Qualifications:

• Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Finance, Accounting, or related degree.
• Be proficient in Microsoft Office Applications.
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience.
• Identify with Cerity Partner’s mission and demonstrate our core values.

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:

• Direct exposure to senior leadership and decision-makers.
• The opportunity to work at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.