Intern – OCIO Investment Services

Job Description

Summer 2027 Outsourced CIO Internship | Cerity Partners

The Tone:
This is a paid internship program at Cerity Partners, located in New York, NY, offering 30-40 hours per week. Cerity Partners is a nationally recognized registered investment advisory providing outsourced investment services to endowments, foundations, and other institutional investors. This role is crucial for delivering client outcomes by assisting daily tasks across various OCIO teams. It provides authentic exposure to the financial industry and real-world experience within a collaborative environment.

The TL;DR
• Role: Internship
• Type: Full-time (30-40 hours/week)
• Location: In-person New York, NY

• Team: Supports the NYC OCIO Client Services team, the Operations, Accounting and Finance team, and the administrative team.
• Mission: To assist with daily tasks focused on delivering client outcomes and support the NYC OCIO teams in providing outsourced investment services.
• Tech Stack: Microsoft Office Applications

What You’ll Actually Do
• Client Correspondence: Monitor client correspondence, retrieve and save essential documents like capital call/distribution notices, tax documents, audited financial statements, K1s, performance and capital account statements, and monthly/quarterly letters, and create reminders to ensure timely action.
• Month-End Close: Assist with month-end close processes and perform reconciliations of balance sheet accounts.
• Accounts Payable: Help with Accounts Payable transactions, including data entry, expense report processing, and filing.
• Operational Support: Take part in cycle counts with the Accounting and Operations teams, and review team materials for accuracy.
• Meeting Preparation: Assist in preparing materials for client or internal meetings, and perform various ad hoc projects and tasks as requested.

The Must-Haves
• Background: Current enrollment in an undergraduate program at an accredited university, majoring in Finance, Accounting, or a related degree, with a minimum 3.2 GPA, and an identification with Cerity Partners’ mission and core values.
• Experience: Active participation in campus organizations and/or professional work experience.
• Skills: Proficiency in Microsoft Office applications.
• Bonus: Preference for candidates who have held leadership roles in campus organizations.