Portfolio Management Intern, Manager Research (Summer 2027)

Corient is one of the fastest-growing wealth management platforms in the United States, helping high- and ultra-high-net-worth individuals preserve their wealth. The Portfolio Management Intern will assist in evaluating investment managers, conducting market research, and supporting the portfolio management team.

What you'll do:

• 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

What they're looking for:

• 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

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