2027 Summer Risk Management Strategy Analyst Internship
Cerity Partners
This job at a glance
- Who can apply
- New grads and up to 1 year · Bachelor's degree
- Must know
- AccountingData visualizationExcelMicrosoft Office
- Nice to have
- OperationsSalesforce
- Work
- On-site in Louisville · internship
- Pay
- Not stated by the employer.
- Skill demand
- Excel52%Microsoft Office28%Accounting27%Data visualization26%of 99 similar entry-level jobs posted in the US this week
- Listed
- Oct 30, 2026 · still open
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About the Role
Cerity Partners is seeking a Summer 2027 Intern to join the Risk Management team. As a Risk Management Strategy Intern, you will work directly with the Head of Risk Management Operations on data-driven projects focused on the accuracy, organization, and strategic planning of the firm's risk management and insurance planning practice. This paid, full-time internship (40 hours per week) offers practical experience in a professional setting, exposure to data reconciliation, process clean-up, AI-assisted workflows (including Claude-based projects), and insurance planning conversations.
Key Responsibilities
- Support data reconciliation across Salesforce and other systems to ensure risk management data is accurate, complete, and consistently maintained.
- Assist with data clean-up and organization projects, identifying and resolving discrepancies across trackers, reports, and source systems.
- Partner on Claude-based (AI) projects to streamline and automate risk management reporting, research, and analysis workflows.
- Maintain and enhance trackers, dashboards, and databases supporting the Risk Management team's day-to-day operations.
- Join internal planning calls and meetings to learn Risk Management strategy; prepare materials and distribute meeting notes as needed.
Requirements & Tech Stack
- Currently pursuing an undergraduate degree with a strong academic record; Business, Economics, Finance, Operations, or a related field preferred but not required.
- Genuine interest in consulting, business operations, or strategy work, with an ability to bring structure and rigor to data-driven projects.
- Advanced proficiency in Microsoft Excel, including comfort reconciling and cleaning large data sets.
- Familiarity with PowerPoint and the broader Microsoft 365 suite.
- Strong working knowledge of AI tools, particularly Claude, with an ability to apply them practically to data clean-up, research, and analysis workflows.
- Experience with Salesforce or other data tools is a plus.
- Exceptional attention to detail and comfort working with large, imperfect data sets to identify and resolve discrepancies.
- Clear and confident communication skills (written and verbal), including the ability to participate in planning calls and absorb context quickly.
- Demonstrated commitment to confidentiality and professional integrity.
- Alignment with Cerity Partners' mission and core values.