Risk Management Strategy Intern

Cerity Partners is looking for a Summer 2027 Intern to join our Risk Management team. As a Risk Management Strategy Intern, you will work directly with our Head of Risk Management Operations on data-driven projects that support the accuracy, organization, and strategic planning of the firm's risk management, or insurance planning, practice. The role provides exposure to data reconciliation, process clean-up, AI-assisted workflows (including Claude-based projects), and the insurance planning conversations that shape how the risk management team operates. 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 consulting, operations, or strategy-minded students seeking direct insight into how insurance and holistic planning work together at a nationally recognized registered investment advisory firm. ## Primary 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 that streamline and automate risk management reporting, research, and analysis workflows. - Maintain and enhance trackers, dashboards, and databases that support the Risk Management team's day-to-day operations. - Join internal planning calls and meetings to learn how the Risk Management team develops strategy; prepare materials and distribute meeting notes as needed. ## Required Qualifications: - 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 expected. - 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.