Central Solutions Strategy Analyst Internship

Cerity Partners

Applications Closed

Posted 6 months ago

Internship

New York, New York

In Person

Smart Summary

Support strategic initiatives led by the Chief Solutions Officer and other business leaders. Prepare reports, presentations, and analysis for senior leadership while providing data and project management support.

Must Have Skills for ATS

Job Description

Cerity Partners is looking for Summer 2026 Interns to join our Central Solutions team. As a Central Solutions Intern, you will work directly with our Chief Solutions Officer and team on strategic initiatives that support the growth and integration of the firm. The role provides exposure to firm-wide business strategy, cross-functional projects, and the design and execution of investment and advisory solutions across Cerity Partners.

This is a paid, full-time internship (40 hours per week) that offers practical experience in a professional setting. It’s a strong opportunity for students seeking direct insight into the strategy and operations of a nationally recognized registered investment advisory firm.

Primary Responsibilities:

  • Support strategic initiatives led by the Chief Solutions Officer and other business leaders, as directed.
  • Prepare clear, concise written reports, presentations, and analysis for senior leadership.
  • Provide data, research, and project management support spanning across investment management, private markets, risk management, marketing, and more.
  • Assist with maintaining trackers, dashboards, and databases to support business development and strategic execution.
  • Participate in internal and external meetings as needed; prepare materials and distribute meeting notes.
  • Perform other responsibilities as assigned.

Required Qualifications:

  • Pursuing an undergraduate degree with a strong academic record. Business, Economics, or related majors preferred but not required.
  • Exhibits a strong interest in financial services, business strategy, and cross-functional problem solving.
  • Strong PowerPoint and Excel skills expected.
  • Expertise with Microsoft Office.
  • Experience with Salesforce, Bloomberg, or data tools a plus.
  • Strong analytical and organizational skills with high attention to detail.
  • Strong presentation and communication skills.
  • Confidentiality and professional integrity of the highest order.
  • Identify with Cerity Partners’ mission and demonstrate our core values.

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:

  • Direct exposure to senior leadership and decision-makers.
  • The chance to work at one of the fastest-growing RIAs in America.
  • Hands-on training to build and strengthen investment solutions skills.
  • Experience within a culture that values collaboration, curiosity, and excellence.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

C

Cerity Partners

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.

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