Individual Equity Strategy Intern (Summer 2027)

Responsibilities

• Analyzing, monitoring, reporting on potential new investment opportunities and conducting surveillance of current portfolio holdings.
• 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.
• Work on special projects as needed for the research team.
• Learn to use various market data systems effectively, including Bloomberg, FactSet, and Morningstar.

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.
• 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.
• Able 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.

Pay

This position is non-exempt and is paid according to the laws of the State of IL, MA and NY. The pay range for this position is $37.50 - $40 per hour. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

This position 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.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
• If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.