About the role#
Cerity Partners is seeking an intern for the Summer 2027 program to join our Outsourced CIO team in New York City. This is a paid, part-time position requiring 30 to 40 hours per week. You will work directly with our Client Services, Operations, Accounting, and Finance teams to support our work with endowments, foundations, and institutional investors.
What you'll do#
- Provide administrative and project support across multiple internal teams.
- Assist with client reporting, month-end close, and audit support.
- Monitor client correspondence, retrieve and save documents, and create reminders for timely actions.
- Perform balance sheet account reconciliations and assist with Accounts Payable tasks like data entry and expense processing.
- Participate in cycle counts with the Accounting and Operations teams.
- Review team materials for accuracy and prepare documents for internal and client meetings.
- Handle ad hoc projects and other duties as assigned.
What you'll need#
- Current enrollment in an undergraduate program at an accredited university.
- A minimum 3.2 GPA.
- A major in Finance, Accounting, or a related field.
- Proficiency in Microsoft Office applications.
- Active participation in campus organizations, ideally in a leadership role, or previous professional work experience.
- Alignment with our mission and core values.
Location & details#
- Location: New York City, NY.
- Work Modality: On-site.
- Term: Summer 2027.
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
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