Private Investments Intern, Summer 2026 jobs in United States
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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

Analytical skillsCommunication skillsExcel proficiencyPowerPoint proficiencyInterest in financeIntellectual curiositySelf-motivatedTeam orientedAdapt

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

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Privately held investment management firm working exclusively with ultra-high net worth investors and their family foundations.

Funding

Current Stage
Growth Stage

Leadership Team

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Stuart Nagae
Venture Capital
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Company data provided by crunchbase