Investment Analyst Intern
About the job
- Currently pursuing an undergraduate degree with a strong academic record.
- A strong interest in public and private capital markets and portfolio management.
- Ability to work independently in a fast-paced environment.
- Expertise with Microsoft Office.
- Strong analytical skills with high attention to detail.
- Strong presentation and communication skills.
- Familiarity with mainstream artificial intelligence tools.
- Ability to work in a team environment.
- Confidentiality and professional integrity.
- Ability to identify with Cerity Partners’ mission and demonstrate its core values.
- Applicants must be authorized to work for any employer in the United States.
- 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 investment managers and prepare and distribute meeting notes.
- Utilize and help build artificial intelligence 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.
- Business or Finance major.
- Experience with Bloomberg and Morningstar.
About the company
Cerity Partners is a national wealth management firm that provides integrated advisory services to high-net-worth individuals, families, businesses, and nonprofits. It charges fees as a fiduciary—asset-based, fixed, and hourly—with wealth and investment advice typically starting around 1.50% of assets under management. The firm stands out by assembling teams of finance, tax, and legal experts to offer a wide, objective set of services, including wealth and investment management, estate and tax planning, corporate retirement guidance, and nonprofit OCIO solutions, with growth driven by acquisitions. Its goal is to deliver comprehensive fiduciary guidance that fits each client’s risk tolerance and goals, using a dynamic asset allocation approach based on modern portfolio theory and regular rebalancing.
Company Size
1,001-5,000
Company Stage
Growth Equity (Non-Venture Capital)
Total Funding
$1B
Headquarters
New York City, New York
Founded
2009
Get referred to Cerity Partners
See people who can refer or advise you
Simplify's Take
What believers are saying
- Will Peng joined in July 2026 to push AI-enabled workflows firmwide.
- Barron’s ranked its Retirement Plan Consulting practice #1 in May 2026.
- October 2026 mergers expanded Cerity into Iowa, Minnesota, Atlanta, and Silicon Valley.
What critics are saying
- Aggressive rollups strain integration; 2026 acquisitions added $2.1 billion in one month.
- Competitors can copy service breadth while charging lower fees and keeping local relationships.
- A failed post-merger culture mashup breaks client retention and destroys the acquisition engine.
What makes Cerity Partners unique
- Cerity Partners ranks #8 on Barron’s 2026 Mega RIA list.
- It runs integrated wealth, tax, accounting, and retirement consulting under one platform.
- 2026 mergers added Cornerstone Capital, Gilbert & Cook, Cordant Wealth Partners, and ADA.
Help us improve and share your feedback! Did you find this helpful?
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Retirement Plan
- 401(k) Company Match
- Unlimited Paid Time Off
- Parental Leave
- Professional Development Budget
- Commuter Benefits