Investment Analyst Intern

Investment Analyst InternCerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Investment Solutions team for 2027.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 firm's 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 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: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.Work with a team virtually to create a financial planning project or investment research projectOther duties as assignedRequired Qualifications:Pursuing a degree in Finance or similar field with a strong academic recordSkills and Competencies:Exhibits a strong interest in public and private capital markets and portfolio managementAbility to work independently in a fast-paced environmentStrong knowledge of Microsoft Excel, PowerPoint, Word, and BloombergStrong analytical skills with a high attention to detailStrong presentation and communication skillsIdentify with Cerity Partner's mission and demonstrate our core valuesCerity 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 View email address on click.appcast.io. Applicants must be authorized to work for any employer in the U.S.