Financial Services Internship

3 weeks ago


New York, New York, United States Cerity Partners Full time
Job Details

Level: Entry

Job Location: New York 99 Park - New York, NY

Position Type: Seasonal

Salary Range: $20.00 - $25.00 Hourly

Job Category: Finance

Cerity Partners is seeking a talented and motivated individual to join our Fund Accounting and Operations team for the summer of 2025. As an intern, you 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.

Responsibilities:
  • Assisting the team in monitoring client correspondence, including daily review of emails, retrieving and saving documents, and creating reminders to ensure timely action is taken.
  • Assisting with month-end close and performing reconciliations of balance sheet accounts.
  • Helping with Accounts Payable transactions, including data entry, expense report processing, and filing.
  • Participating in cycle counts with Accounting and the Operations teams.
  • Performing ad hoc projects and tasks related to internal and external requests.
Requirements:
  • 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.
What We Offer:
  • A paid internship program with a great opportunity for individuals looking to gain experience in a professional environment.
  • A chance to work in a hybrid model with both in-person and remote work.
  • A collaborative team that believes in putting people first and holding each other accountable.


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