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About the role
Key responsibilities & impact- Conduct asset class and capital markets research
- Prepare clear, concise written reports of analysis performed
- Provide reports, data, and analysis for senior investment and business leaders as directed
- Participate in research calls and meetings with investment managers; prepare and distribute meeting notes
- Utilize and help build AI tools to support research, drafting, and data analysis
- Maintain investment-related databases, spreadsheets, and models to track client portfolio exposures
- Collaborate with a team to develop a financial planning or investment research project
- Perform other responsibilities as assigned
Requirements
What you’ll need- Pursuing an undergraduate degree with a strong academic record
- Business or Finance majors preferred but not required
- Strong interest in public and private capital markets and portfolio management
- Ability to work independently in a fast-paced environment
- Expertise with Microsoft Office
- 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
- Ability to work in a team environment
- Confidentiality and professional integrity of the highest order
- Identify with Cerity Partners’ mission and demonstrate its core values
- Applicants must be authorized to work for any employer in the U.S.
Benefits
Comp & perks- Paid internship
- Direct exposure to senior leadership and decision-makers
- Hands-on training to build and strengthen investment solutions skills
- Experience within a culture that values collaboration, curiosity, and excellence
- Accommodations for applicants with disabilities or special needs