Portfolio Implementation Intern (Summer 2027)

About the Role

Corient is seeking a Portfolio Implementation Intern for summer 2027.

• Location(s): 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.

Requirements & Tech Stack

• 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.

Qualifications

• 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.