Cercano · 1 month ago
Private Investments Intern, Summer 2026
Cercano Management LLC is an SEC-registered investment manager focused on ultra-high net worth clients. They are seeking a Private Investments Intern to assist the team with analyzing investment opportunities and supporting various projects during the summer months.
Financial Services
Responsibilities
Work closely with the private investments team, helping analyze new investment opportunities in private credit and private equity
Assist in building and maintaining company models, building diligence lists, taking call notes, and creating investment committee PowerPoint presentations
Work on special research projects
Qualification
Required
Excellent analytical skills including ability to work independently
Strong communication skills (written, verbal, and presentations)
Self-motivated and team oriented
Intellectual curiosity
Academic background or interest in business or finance
Ability to operate within a fluid and flexible scope of responsibilities
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 office
MS Office (Word, Excel, PowerPoint, Outlook, and SharePoint) proficiency
Pursuing a Bachelor's degree in Business, Finance, Economics or a related field
Preferred
Previous experience with Excel and PowerPoint is a plus
Previous internship experience in Finance, Banking, or Investment setting
Benefits
Opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit
Company
Cercano
Privately held investment management firm working exclusively with ultra-high net worth investors and their family foundations.
Funding
Current Stage
Growth StageRecent News
2025-12-02
Financial Sector Technology
2025-11-20
Company data provided by crunchbase