Investment Manager Research Intern, Portfolio Strategy

3 days ago

Houston TX United States Corient Private Wealth LLC. Full time

Investment Manager Research Intern, Portfolio Strategy

Locations: Dallas, TX, Houston, TX

Time Type: Full time

Posted on: Posted 30+ Days Ago

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes, and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team.

Responsibilities

  • 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.

Qualifications & Requirements

  • Must be a rising junior or senior by the summer of 2025.
  • 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 objectives.
  • Able to communicate clearly and succinctly, both verbally and written, in a variety of settings and with multiple communication styles.
  • Previous internship, work, or classwork experience in finance or a related field is preferred but not required.

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.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States.
  • 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.
  • Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

What You Can Expect from Us

  • Flexible & Hybrid Work Program
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that are 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
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country.

We are an equal opportunity employer. All candidates will be recruited and employed without regard to any basis prohibited by law.

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