Portfolio Management Intern, Manager Research (Summer 2027)
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 junior or 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
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
- Proficiency in Microsoft Office and other relevant financial software is a plus
- Excellent written and verbal communication skills
- Strong attention to detail and ability to prioritize tasks effectively
- Able to work across multiple internal and external departments and individuals
- Works to see multiple points of view to reach shared objective
- 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.
- Corient will require proof of work authorization.
- 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
- Assist in the evaluation and selection of investment managers across a wide array of asset classes and investment vehicles through both a quantitative and qualitative lens
- Contribute to the monitoring and assessment of third-party manager performance and other unique investment strategies
- Conduct market research on investment trends and industry developments
- Analyze and report on various model portfolios
- Interface with Corient’s portfolio management and alternatives teams as needed
- Participate in producing research materials to support investment decisions
- Support best-in-class client service and content creation
- Provide robust support to internal colleagues through excellent communication and collaboration
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
