Investment Analyst Internship (Summer 2025)

Job Description

Are you a college student looking for a summer 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 summer internship experience.

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Investment Solutions team for the summer of 2025.

The Investment Analyst Intern will be a member of the Investment Team. This individual will report directly to the analysts and portfolio manager responsible for the management of the firms various investment portfolios. This opportunity provides exposure to the institutional investment marketplace, with a goal of giving the intern an understanding of multi-asset class portfolio management, along with exposure to a range of investment management firms and strategies.

This is a paid internship program which requires an availability of 40 hours per weekand 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.Interns are expected to work in a hybrid model with both in person and remote work.

Primary 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.
• Participate in group project and other duties as assigned

Ideal Candidate Profile:

• Pursuing a degree in Finance or similar field with a strong academic record.
• Exhibits a strong interest in public and private capital markets and portfolio management.
• Ability to work independently in a fast-paced environment.
• Strong knowledge of Microsoft Excel, PowerPoint, Word and Bloomberg.
• Strong analytical skills with a high attention to detail.
• Strong presentation and communication skills.
• Identify with Cerity Partners mission and demonstrate our core values

Ready to apply?

Before you apply, gather the necessary materials. Youll be required to attach a resume, unofficial academic transcript, and letter of recommendation with your application.

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class client experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills