Investment Data & Technology Analyst Internship

Primary Responsibilities

• Conduct asset class and capital markets research.
• Prepare clear, concise written reports of analysis performed.
• Provide reports, data, and analysis for the CIO, Head of Solutions, Head of Investment Management, Head of Research, and other business leaders, as directed.
• Participate in research calls and meetings with industry-leading investment managers; prepare and distribute meeting notes.

• Utilize and help build AI tools to support research, drafting, data analysis, and visualization.
• Cleanse, consolidate, and maintain investment-related databases, spreadsheets, and models.
• Support the preparation of Investment Policy Statements (IPS) and client proposal solutions.
• Collaborate with a team to develop a financial planning or investment research project.
• Perform other responsibilities as assigned.

Required Qualifications

• Pursuing an undergraduate degree with a strong academic record.
• Finance, Mathematics, or Economics majors would fit well with the roll but not required.
• Exhibits a strong interest in public and private market investing and portfolio management, as well as financial data and technology solutions.
• Ability to work independently in a fast-paced environment.
• Expertise with Microsoft Office.

• Experience with data management or data visualization tools (e.g., Excel Power Query, SQL, Tableau, or Power BI) is a plus.
• Experience with Bloomberg and Morningstar a plus.
• Strong analytical skills with a high attention to detail.
• Strong presentation and communication skills.
• Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization.

• Ability to work in a team environment.
• Confidentiality and professional integrity of the highest order.
• Identify with Cerity Partners' 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 chance to work at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen investment solutions 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.

• 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.
• Applicants must be authorized to work for any employer in the U.S.