Summer 2027 Outsourced CIO Internship
Core
Administrative and project support for outsourced investment services to endowments, foundations, and institutional investors.
Role type
Summer intern (administrative/operations)
Builds
Client reporting, month-end close, audit support, and client material preparation
Domain
Financial services / Investment management
Deliverable
dashboards & analysis
Required skills
Microsoft Office proficiency, data entry, expense report processing, balance sheet reconciliation, document retrieval and filing, cycle counts
Responsibilities
Monitor client correspondence and manage document retrieval; Assist with month-end close and balance sheet reconciliations; Process Accounts Payable transactions and expense reports; Participate in cycle counts with Accounting and Operations teams; Review team materials for accuracy; Prepare materials for client or internal meetings.
Seniority
Intern
