Accounting and Operations Internship (Summer 2025)

Are you a college student looking for a summer internship that will provide real world experience?  Do you want to work with a collaborative team that believes in putting people first and holding each other accountable?  Would you like to be part of a team who works to empower, assist, guide, motivate and support others?   If yes, we believe you could be an outstanding fit for our summer internship experience.  

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Fund Accounting and Operations team for the summer of 2025.

The Fund Accounting and Operations intern will work with a team on daily tasks focused on delivering client outcomes. The team provides outsourced investment services to endowments, foundations, and other institutional investors. As an Intern, you be responsible for providing administrative and project support to the Operations, Accounting and Finance teams, including assisting with daily transactions, reporting, month-end close and audit support.

This is a paid internship program which requires an availability of 40 hours per week and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory. Interns are expected to work in a hybrid model with both in person and remote work. 

Primary Responsibilities:

• Assisting the team in monitoring client correspondence. This includes, but not limited to, daily review of emails, retrieving and saving documents (such as capital call and distribution notices, KYC/AML requests, tax documents, audited financial statement, performance, capital account statements, monthly/quarterly letters, etc.), creating reminders to ensure timely action is taken.
• Assist with month-end close and perform reconciliations of balance sheet accounts.
• Help with Accounts Payable transactions including data entry, expense report processing and filing.
• Take part in cycle counts with Accounting and the Operations teams.
• Perform ad hoc projects and tasks related to internal and external requests.

Ideal Candidate Profile:

• Pursuing a degree in Accounting, Finance, or Business.
• Ability to work independently in a fast-paced environment.
• Strong knowledge of MS Office applications.
• Familiarity with Excel and key formulas like VLOOKUP and performing pivot tables.
• Strong decision-making skills with a high attention to detail.
• Strong presentation and communication skills.
• Excellent interpersonal skills, ability to work with clients, vendors, management, and other staff members.
• Identify with Cerity Partner’s mission and demonstrate our core values.

Ready to apply?

Before you apply, gather the necessary materials. You’ll be required to attach a resume, unofficial academic transcript, and letter of recommendation with your application.

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.  Our culture allows us to deliver this mission.  We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class client experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills