Central Solutions Strategy Analyst Internship

Cerity Partners is a nationally recognized registered investment advisory firm. The Central Solutions Strategy Analyst Intern will support firm-wide strategic initiatives, cross-functional projects, and the design and execution of investment and advisory solutions. The role involves preparing analyses and presentations, conducting research, managing projects and business intelligence tools, and supporting senior leadership.

What you'll do:

• 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

What they're looking for:

• 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
• 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
• Applicants must be authorized to work for any employer in the U.S
• Experience with Salesforce, Bloomberg, or other data tools is a plus

Benefits:

• 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.