Jobs Companies Cerity Partners Central Solutions Strategy Analyst Internship

About this Central Solutions Strategy Analyst Internship role at Cerity Partners

Cerity Partners · Onsite · New York City, NY

Cerity Partners is looking for Summer 2027 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.

Required Qualifications

  • Currently pursuing an undergraduate degree with a strong academic record; Business, Economics, Finance, or a related field preferred but not required.
  • Genuine interest in financial services, business strategy, and working across functions to solve complex problems.
  • Advanced proficiency in Microsoft PowerPoint and Excel; comfort with the broader Microsoft 365 suite expected.
  • Familiarity with AI tools (e.g., ChatGPT, Claude, Microsoft Copilot) and an ability to apply them practically to research, drafting, or analysis workflows. Experience with Salesforce, Bloomberg, or other data tools is a plus.
  • Strong analytical skills with exceptional attention to detail and the ability to manage multiple workstreams simultaneously.
  • Clear and confident communication skills (written and verbal) with the ability to distill complex information for diverse audiences.
  • Demonstrated commitment to confidentiality and professional integrity.
  • Alignment with Cerity Partners' mission and 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:

  • 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 across the firm.
  • The opportunity to contribute to real strategic work on a lean, high-impact team.
  • Hands-on experience at the intersection of wealth management strategy, business intelligence, and client solutions.
  • A front-row seat to the growth of one of the fastest-growing RIAs in America.
  • 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 [email protected]. Applicants must be authorized to work for any employer in the U.S.

Ready to apply to Cerity Partners?
Apply to Cerity Partners

About Cerity Partners

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for e

See all jobs at Cerity Partners →

Similar jobs

DoorDash USA
Associate Manager, AI Research Lab Strategy & Operations
DoorDash USA
⚡ Apply early San Francisco, CA; Sunnyvale,... Onsite $124,000–$155,000
● New 👁 Seen ✓ Applied 22h ago
GEICO
Manager, Communications Strategy and Execution for Corporative Initiatives
GEICO
⚡ Apply early Bethesda, MD Onsite $88,150–$157,850
● New 👁 Seen ✓ Applied 3d ago
Navan
Senior Program Manager, Strategy & Operations
Navan
⚡ Apply early New York, NY Onsite $103,050–$229,200
● New 👁 Seen ✓ Applied 6d ago
SA
Senior Strategy & Operations Manager
Snorkel AI
⚡ Apply early New York City, NY (Hybrid); Sa... Hybrid $150,000–$200,000
● New 👁 Seen ✓ Applied 1w ago
Navan
Sr. Analyst, GTM Strategy & Operations
Navan
⚡ Apply early New York, NY Onsite $86,250–$145,000
● New 👁 Seen ✓ Applied 1w ago
Blink Health
Senior Manager, Operational Excellence (Workforce Strategy & Planning)
Blink Health
⚡ Apply early New York, NY; Pittsburgh, PA;... Onsite
● New 👁 Seen ✓ Applied 1w ago
TW
Strategy & Ops Senior Manager
Twitch
⚡ Apply early New York City; San Francisco,... Onsite $167,200–$220,200
● New 👁 Seen ✓ Applied 2w ago
Anthropic
Head of Central Sales Strategy
Anthropic
⚡ Apply early San Francisco, CA | New York C... Onsite $310,000–$360,000
● New 👁 Seen ✓ Applied 2w ago
Navan
Senior Manager, Competitive Intelligence and Strategy
Navan
⚡ Apply early New York, NY Onsite $123,750–$215,000
● New 👁 Seen ✓ Applied 2w ago

Sign up for suggestions tailored to the jobs you open and the searches you save.

More jobs at Cerity Partners

See all jobs at Cerity Partners →

Apply now
🤖

Whoa — hold up

JobsRadar was built for real people having a rough time in their job search — not for automated requests. You're clicking way too fast and you're now temporarily blocked.

Come back later. If you're genuinely job hunting, we've got your back — just act like a human.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Get an edge on your job hunt.

Join our Telegram channel for the stuff that helps you land the role — salary benchmarks, the weekly market pulse, and new-feature drops. No spam, just signal.

Join the channel — it's free