Portfolio Implementation Intern (Summer 2027)

About the role

Corient is seeking a Portfolio Implementation Intern for summer 2027. The position is available in either Chicago or Dallas.

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
• Auxiliary with running data analytics on various investment strategies
• Auxiliary with the creation of marketing materials related to client and advisor education of the centralized Corient Investment Platform
• Auxiliary 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

Pay

The pay rate for this position is $37.50 per hour. This position is non-exempt.

Schedule

This position is required to work onsite 4 days per week.

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

What You Can Expect From Us

• 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
• Paid Professional Designations
• Volunteer days