Portfolio Implementation Intern (Summer 2027)
Corient
Chicago, IL18–20 yrs1h agovia LinkedIn
About the Role
Corient is seeking a Portfolio Implementation Intern for summer 2027.
- Location: Chicago or Dallas
- Duration: June - August, 2027
Key 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.
Qualifications & Requirements
- 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.
- Previous internship, work, or classwork experience in finance or a related field is preferred but not required.
- 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.
- Willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.
Work Environment & Physical Demands
- Requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
- May require the ability to lift up to 15 pounds.
- Required to work onsite 4 days per week.