Summer 2027 Outsourced CIO Internship

Cerity Partners Management LLC; United States; On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Paid internship

Senior leadership exposure

Wealth management training

Job summary

Cerity Partners is seeking a college student for its 2027 paid internship program in New York City. The role supports three NYC OCIO teams—Client Services, Operations/Accounting & Finance, and Administrative—with tasks including client reporting, month-end close, audit support, and material preparation.

Ideal candidates are enrolled undergrad students with a 3.2 GPA or higher, majoring in Finance or Accounting, proficient in Microsoft Office, and actively involved in campus organizations or

Qualifications

• Be enrolled in an undergraduate program with GPA 3.2 or higher.
• Majoring in Finance, Accounting, or related field.
• Proficient in Microsoft Office Applications.

Responsibilities

• Assist NYC OCIO teams with client reporting, month-end close and audit support.
• Support Accounts Payable data entry and filing.
• Help with balance sheet reconciliations and cycle counts.

Skills

Microsoft Office

Leadership experience

Finance knowledge

Education

Undergraduate in Finance/Accounting

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

• Assisting the team in monitoring client correspondence.
• 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

• 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.

We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.