Investment Data & Technology Analyst Internship

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate like EEO, etc. Also remove application instructions (like contact email). Also remove duplicated lines. We need to preserve all substantive info. Let's parse the posting. First paragraph: "Cerity Partners is looking for Summer 2027 Interns to join our Investment Office as part of our Central Solutions team. This internship is data and technology focused — you will help cleanse and consolidate investment data, help build data visualizations using AI tools such as Claude, and support Investment Policy Statement (IPS) and proposal projects. As an Investment Office Data & Technology Intern, you will work with the Portfolio Management team. The role provides exposure to the multi-asset class institutional investing model, and to a range of investment strategies and asset managers. 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 investment industry at a nationally recognized registered investment advisory firm." We can put that under "About the role" heading. Next: "Primary Responsibilities" list bullet points. We need to use

• for any list of duties/requirements/benefits. List items: - Conduct asset class and capital markets research. - Prepare clear, concise written reports of analysis performed. - Provide reports, data, and analysis for the CIO, Head of Solutions, Head of Investment Management, Head of Research, and other business leaders, as directed. - Participate in research calls and meetings with industry-leading investment managers; prepare and distribute meeting notes. - Utilize and help build AI tools to support research, drafting, data analysis, and visualization. - Cleanse, consolidate, and maintain investment-related databases, spreadsheets, and models. - Support the preparation of Investment Policy Statements (IPS) and client proposal solutions. - Collaborate with a team to develop a financial planning or investment research project. - Perform other responsibilities as assigned. We'll put under

  Responsibilities

  . Next: "Required Qualifications" list. List items: - Pursuing an undergraduate degree with a strong academic record. - Finance, Mathematics, or Economics majors would fit well with the roll but not required. - Exhibits a strong interest in public and private market investing and portfolio management, as well as financial data and technology solutions. - Ability to work independently in a fast-paced environment. - Expertise with Microsoft Office. - Experience with data management or data visualization tools (e.g., Excel Power Query, SQL, Tableau, or Power BI) is a plus. - Experience with Bloomberg and Morningstar a plus. - Strong analytical skills with a high attention to detail. - Strong presentation and communication skills. - Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization. - Ability to work in a team environment. - Confidentiality and professional integrity of the highest order. - Identify with Cerity Partners’ mission and demonstrate our core values. We need to decide which sections to put these under. The instructions: Use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have "Required Qualifications". Could map to "Qualifications". Also we have "Why Cerity Partners" which describes benefits/exposure etc. That could go under "Benefits". Also we have "This is a paid, full-time internship (40 hours per week)" which gives Pay and Schedule info. Pay: paid (but not amount). Schedule: full-time, 40 hours per week. According to rules: we should only include Pay/Schedule/Benefits sections if posting actually states them. It does state paid, full-time (40 hours/week). So we can include Pay and Schedule sections. However we must not include placeholder like "commensurate with experience". Here we have "paid" but no amount; is that considered placeholder? The rule says: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD"). "Paid" is not filler; it's actual info that it's paid. So we can include Pay section with something like "

  Paid internship (compensation not specified)

  "? But we cannot invent or summarize away detail. We must preserve ALL substantive information; we cannot add "compensation not specified" because that's not in text. The text only says "This is a paid, full-time internship (40 hours per week)". So we can put that sentence in Pay section? Actually Pay section should contain pay info; we have "paid". Could put "

  Paid internship

  " but that loses the full-time schedule detail. Better to have Pay section with "

  Paid internship

  " and Schedule section with "

  Full-time, 40 hours per week

  ". That preserves the info. But we must not create Pay/Schedule sections unless posting actually states them. It does state paid and full-time 40 hours/week, so okay. Now Benefits: The "Why Cerity Partners" section lists benefits: Direct exposure to senior leadership and decision-makers; chance to work at one of the fastest-growing RIAs in America; Hands-on training to build and strengthen investment solutions skills; Experience within a culture that values collaboration, curiosity, and excellence. Also earlier: "It’s a strong opportunity for students seeking direct insight into the investment industry at a nationally recognized registered investment advisory firm." That's also a benefit. We'll combine. We should not include EEO boilerplate etc. Now Skills: Could be derived from Required Qualifications that are skill-based: Expertise with Microsoft Office, Experience with data management or data visualization tools, Experience with Bloomberg and Morningstar, Strong analytical skills, Strong presentation and communication skills, Familiarity with mainstream AI tools, Ability to work independently, Ability to work in team environment, Confidentiality, etc. But we already have Qualifications section; maybe we separate Skills. The instruction says we can have Skills section. We need to decide what to put where. We have Required Qualifications list; we could put that under Qualifications. Skills could be a subset: maybe we put technical skills under Skills. But we must not duplicate content. We need to preserve ALL substantive information; we can split but must not lose any. Could put all under Qualifications and omit Skills if no specific skill list beyond qualifications. However we have skill-like items: Expertise with Microsoft Office, Experience with data management..., Experience with Bloomberg..., Strong analytical skills..., Strong presentation..., Familiarity with AI tools..., Ability to work independently..., Ability to work in team..., Confidentiality... Those could be considered skills. But we already have qualifications like pursuing degree, interest, etc. To avoid duplication, we could put the degree and interest under Qualifications, and the technical/experience/skills under Skills. Let's parse: Required Qualifications list includes: - Pursuing an undergraduate degree with a strong academic record. (qualification) - Finance, Mathematics, or Economics majors would fit well with the roll but not required. (qualification) - Exhibits a strong interest in public and private market investing and portfolio management, as well as financial data and technology solutions. (interest/qualification) - Ability to work independently in a fast-paced environment. (skill) - Expertise with Microsoft Office. (skill) - Experience with data management or data visualization tools (e.g., Excel Power Query, SQL, Tableau, or Power BI) is a plus. (skill) - Experience with Bloomberg and Morningstar a plus. (skill) - Strong analytical skills with a high attention to detail. (skill) - Strong presentation and communication skills. (skill) - Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization. (skill) - Ability to work in a team environment. (skill) - Confidentiality and professional integrity of the highest order. (skill/value) - Identify with Cerity Partners’ mission and demonstrate our core values. (value/culture fit) Thus we could have Qualifications: degree, major preference, interest. Skills: the rest. But we need to ensure we don't lose any. Let's create:

  Qualifications

  • Pursuing an undergraduate degree with a strong academic record.
  • Finance, Mathematics, or Economics majors would fit well with the role but not required.
  • Exhibits a strong interest in public and private market investing and portfolio management, as well as financial data and technology solutions.

  Skills

  • Ability to work independently in a fast-paced environment.
  • Expertise with Microsoft Office.
  • Experience with data management or data visualization tools (e.g., Excel Power Query, SQL, Tableau, or Power BI) is a plus.
  • Experience with Bloomberg and Morningstar a plus.
  • Strong analytical skills with a high attention to detail.
  • Strong presentation and communication skills.
  • Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization.
  • Ability to work in a team environment.
  • Confidentiality and professional integrity of the highest order.
  • Identify with Cerity Partners’ mission and demonstrate our core values.
  Now Benefits: from "Why Cerity Partners" plus earlier statement. List: - Direct exposure to senior leadership and decision-makers. - The chance to work at one of the fastest-growing RIAs in America. - Hands-on training to build and strengthen investment solutions skills. - Experience within a culture that values collaboration, curiosity, and excellence. - Strong opportunity for students seeking direct insight into the investment industry at a nationally recognized registered investment advisory firm. We'll put under

  Benefits

  as ul. Pay:

  Pay

  Paid internship

  Schedule:

  Schedule

  Full-time, 40 hours per week

  We should not include any other sections like About the role we already have. Check for any other substantive info: The role provides exposure to multi-asset class institutional investing model, and to a range of investment strategies and asset managers. That's part of About the role. Already included. Also "As an Investment Office Data & Technology Intern, you will work with the Portfolio Management team." Already in About. Also "This internship is data and technology focused — you will help cleanse and consolidate investment data, help build data visualizations using AI tools such as Claude, and support Investment Policy Statement (IPS) and proposal projects." Already in About. Also "The role provides exposure to the multi-asset class institutional investing model, and to a range of investment strategies and asset managers." Already. Also "This is a paid, full-time internship (40 hours per week) that offers practical experience in a professional setting." Already captured in Pay and Schedule; also "offers practical experience in a professional setting" could be a benefit but we already have benefits; maybe add to Benefits: "Offers practical experience in a professional setting." But we already have hands-on training etc. Could add as separate bullet. Let's add that to Benefits: "Offers practical experience in a professional setting." Now ensure we didn't include any boilerplate: We removed EEO, equal opportunity, accommodations, contact email, etc. Also removed "Cerity Partners is committed to providing an environment where all individuals can be their authentic selves." etc. Also removed "We are an Equal Opportunity Employer..." etc. Also removed "For those needing accommodations, please reach out to careers@ceritypartners.com." Also removed "Applicants must be authorized to work for any employer in the U.S." Good. Now output HTML fragment only. Let's craft: