Portfolio Implementation Intern (Summer 2027)

Corient is a rapidly growing wealth management platform that helps high- and ultra-high-net-worth individuals preserve their wealth. They are seeking a Portfolio Implementation Intern for summer 2027 to support the Portfolio Management Team and gain exposure to various investment strategies.

What you'll do:

• 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

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
• 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
• Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement

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