Summer 2027 Outsourced CIO Internship
Core
Administrative and project support for outsourced investment services teams serving endowments and institutional investors.
Role type
Intern (Administrative/Operations Support)
Builds
Client reporting, financial reconciliations, and internal/external meeting materials
Domain
Financial Services / Investment Management
Deliverable
dashboards & analysis
Required skills
Microsoft Office proficiency, data entry, financial statement review, document retrieval, expense report processing, cycle counts
Responsibilities
Monitor client correspondence and retrieve financial documents, assist with month-end close and balance sheet reconciliations, process Accounts Payable transactions, perform cycle counts with Accounting and Operations teams, review team materials for accuracy, prepare materials for client or internal meetings
Seniority
Intern