Portfolio Implementation Intern, Summer 2026
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 Management Intern for summer 2026. Location(s): Chicago or Dallas Duration: June - August, 2026
Requirements
- Must be a rising senior by the summer of 2026.
- 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.
- 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
- Proficiency in Microsoft Excel and other relevant financial software is a plus.
- 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
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
