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Cercano · 1 month ago

Marketing, Business development and Client Service Intern, Summer 2026

Bellevue, Washington, United States

Internship

Onsite

Intern

$25/hr - $25/hr

Start in 2026 Summer

Cercano Management LLC is an SEC-registered investment manager focused on ultra-high net worth clients. They are seeking an intern to assist with projects in Business Development, Marketing, and Client Service during the summer, including updating CRM data, creating client profiles, and supporting internal teams.

Financial Services

No H1B

Responsibilities

Update data in the CRM system and maintain data integrity

Create profile reports on prospective clients and other business partners

Curate and maintain a library of investment research related to current economic and capital market events, in preparation for quarterly client reporting

Assist as needed with ad hoc deliverables for the client service team

Collaborate with other internal product teams who may require assistance in producing materials for the CIO

Qualification

Analytical skillsCommunication skillsMS OfficeSelf-motivatedTeam orientedInterest in businessInterest in financeInterest in marketingVisual design

Required

Excellent analytical skills including ability to work independently

Strong communication skills (written, verbal, and presentations)

Self-motivated and team oriented

Proactive self-starter

Academic background or interest in business, finance, or marketing

Ability to operate within a fluid and flexible scope of responsibilities

Must be a U.S. resident in the state of Washington or Minnesota

Candidates entering their junior or senior year of studies (in the Fall academic year)

40 hours a week from 8am to 5pm in the Bellevue or Wayzata office

Pursuing a bachelor's degree in business, finance, marketing, or a related field

Preferred

The ideal candidate is someone who considers themselves to be a curious, multi-interested and a thoughtful contributor, who is excited about the opportunity to step into a growing, dynamic financial firm

Previous experience with PowerPoint and visual design is a plus

Previous internship experience in a business or corporate office setting

Ideally, the candidate would have an interest in pursuing a position in fundraising, business development, and/or client service and marketing following the completion of their undergraduate degree