Individual Equity Strategy Intern (Summer 2027)

Corient•Boston, MA

12d•Onsite

About The Position

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Duration: June 2027 - August 2027

Requirements

Must be a rising senior by the summer of 2027.
Currently enrolled in a degree program related to finance, economics, mathematics, or a related field.
Demonstrated coursework or experience in finance, economics, or mathematics.
Strong analytical and quantitative skills.
Proficiency in Microsoft Excel and other relevant financial software is a plus.
Able to communicate clearly and succinctly, both verbally and written, in a variety of settings and with multiple communication styles .
Excellent written and verbal communication skills.
Able to effectively organize, integrate, and synchronize activities working across multiple internal and external departments and individuals, to complete tasks and assignments.
Ability to work independently and collaboratively in a fast-paced environment.
Strong attention to detail and ability to prioritize tasks effectively.
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

Previous internship, work, or classwork experience in finance or a related field is preferred but not required.

Responsibilities

Analyzing, monitoring, reporting on potential new investment opportunities and conducting surveillance of current portfolio holdings (exposure to top tier, experienced talent, and collaboration with senior investment professionals).
Designing, analyzing, reporting on various model portfolios (risk management, etc.)
Individual security analysis both fixed income and equity.
Apply Appropriate Rigor to Support Investment Decisions.
Support Best in Class Client Service.
Build and continuously improve a best-in-class investment platform.
Use a variety of approaches and tactics to research, analyze and select securities.
Construct portfolios adhering to the specific guidelines and parameters outlined for each portfolio strategy.
The proficiency to accurately examine and interpret fundamental data to drive investment decisions.
Communicate research and strategy recommendations to advisors and clients.
Perform due diligence, including financial modeling and preparation of investment memorandums, for investment opportunities.
Generate research as needed on sectors, industries, and companies.
Work on special projects as needed for the research team.
Learn to use various market data systems effectively, including Bloomberg, FactSet, and Morningstar.