Individual Equity Strategy Intern (Summer 2027)

Corient is a rapidly growing wealth management platform in the United States, dedicated to helping high-net-worth individuals and families preserve their wealth. The Individual Equity Strategy Intern will analyze investment opportunities, support client service, and assist in constructing investment portfolios.

What you'll do:

• 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

What they're looking for:

• 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

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