Investment Data & Technology Analyst Internship
Cerity Partners
New York, NYFresher2h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year · Bachelor's degree
- Must know
- Data analysisMicrosoft Office
- Nice to have
- ExcelSQLPower BITableau
- Work
- On-site in New York · internship
- Pay
- Not stated by the employer.
- Skill demand
- Excel71%Microsoft Office49%Data analysis24%SQL8%of 49 similar entry-level jobs posted in the US this week
- Listed
- Nov 8, 2026 · still open
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About the Role
Cerity Partners is looking for Summer 2027 Interns to join our Investment Office as part of our Central Solutions team. This internship is data and technology focused.
Key Responsibilities
- 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 industry-leading investment managers; prepare and distribute meeting notes.
- Utilize and help build AI tools to support research, drafting, data analysis, and visualization.
- Cleanse, consolidate, and maintain investment-related databases, spreadsheets, and models.
- Support the preparation of Investment Policy Statements (IPS) and client proposal solutions.
- Collaborate with a team to develop a financial planning or investment research project.
- Perform other responsibilities as assigned.
Requirements & Tech Stack
- Microsoft Office expertise.
- Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization.
- Ability to work in a team environment.
- Confidentiality and professional integrity of the highest order.
Qualifications
- Pursuing an undergraduate degree with a strong academic record. Finance, Mathematics, or Economics majors would fit well with the role but are not required.
- Exhibits a strong interest in public and private market investing and portfolio management, as well as financial data and technology solutions.
- Ability to work independently in a fast-paced environment.
- Data management or data visualization tools experience (e.g., Excel Power Query, SQL, Tableau, or Power BI) is a plus.
- Bloomberg and Morningstar experience is a plus.
- Strong analytical skills with a high attention to detail.
- Strong presentation and communication skills.
- Identify with Cerity Partners’ mission and demonstrate our core values.
This is a paid, full-time internship (40 hours per week) that offers practical experience in a professional setting.