Portfolio Implementation Intern (Summer 2027)

Corient • Dallas, TX

7h • Hybrid

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. Corient is seeking a Portfolio Implementation Intern for summer 2027. This position is non-exempt and is paid according to the laws of the State of IL. The pay rate for this position is $37.50 per hour. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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.
• Establishes clear responsibilities and processes for monitoring work and measuring results
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail and ability to prioritize tasks effectively.
• Able to communicate clearly and succinctly, both verbally and written, in a variety of settings and with multiple communication styles.
• 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

• Support the broader Portfolio Management Team in driving adoption of the centralized Corient Investment Platform to achieve optimal investment outcomes for clients
• Gain exposure to all facets of the Traditional and Alternative investments teams and their products/solutions
• Build investment acumen and knowledge base of Corient’s suite of solutions
• Assist with running data analytics on various investment strategies
• Assist with the creation of marketing materials related to client and advisor education of the centralized Corient Investment Platform
• Assist with analyzing client portfolios and running transition plans

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed