About the role#
Cerity Partners is hiring an intern for our Outsourced CIO team in New York City. This summer 2027 program offers practical experience in the financial services industry. You will support our Client Services, Operations, Accounting, and Finance teams while working 30 to 40 hours per week.
What you'll do#
- Provide administrative and project support across multiple internal teams.
- Assist with client reporting and prepare materials for internal or client meetings.
- Monitor client correspondence, retrieve documents, and set reminders for follow-up actions.
- Help with month-end close processes and perform balance sheet account reconciliations.
- Process Accounts Payable transactions and participate in cycle counts.
- Review team materials to ensure accuracy.
- Complete various ad hoc projects as assigned.
What you'll need#
- Current enrollment in an undergraduate program at an accredited university.
- A minimum GPA of 3.2.
- Major in Finance, Accounting, or a related field.
- Proficiency in Microsoft Office applications.
- Active participation in campus organizations, with a preference for leadership roles or prior professional work experience.
- Alignment with the mission and core values of Cerity Partners.
Location & details#
- This position is based on-site in New York City, New York.
- The internship takes place during the summer of 2027.
- This is a paid position.
About Cerity Partners
Cerity Partners is a financial services firm that provides investment advice and wealth planning. The company serves high-net-worth individuals, businesses, and nonprofit organizations. Its professional staff includes financial planners, tax advisors, and attorneys. Based in New York, the firm operates as a private partnership with over 1,600 employees.
How to get in at Cerity Partners
Applying early is a distinct advantage at Cerity Partners because recruiters see the first applicants before the volume grows. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you can submit your materials among the first. This helps you avoid the frustration of a buried application. You can also improve your response rate by reaching out to the recruiter directly to ask about the role or a referral. Intern Insider surfaces the recruiters behind the company's roles to help you make that connection. Using these insights allows you to navigate the process with more precision than a standard application.
