Investment Manager Research Intern, Portfolio Strategy

6 months ago

Dallas, United States Corient Private Wealth LLC Full time
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. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

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 objective
  • 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
Competencies listing for Job Family

Collaboration; Communication; Decision Quality; Drive for Results; Fundamental Analysis

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Individuals in this job family drive adoption of the Corient investment platform, serving as a subject matter expert on the breadth of investment solutions available across traditional and alternative asset classes.

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. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • 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. For U.S. employment opportunities, 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. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • 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.
What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • Flexible & Hybrid Work Program
  • 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
  • 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 combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

  • Fixed Income Portfolio Manager

    1 month ago

    Dallas, United States Selby Jennings Full time

    Position Overview:Selby Jennings has recently partnered with a leading Bank that is seeking a Fixed Income Portfolio Manager to join the Investment Management team. This role is responsible for managing fixed income portfolios on behalf of clients, focusing on capital preservation, income generation, and risk-adjusted returns. The ideal candidate will have a...

  • Fixed Income Portfolio Manager

    1 month ago

    Dallas, United States Selby Jennings Full time

    Position Overview:Selby Jennings has recently partnered with a leading Bank that is seeking a Fixed Income Portfolio Manager to join the Investment Management team. This role is responsible for managing fixed income portfolios on behalf of clients, focusing on capital preservation, income generation, and risk-adjusted returns. The ideal candidate will have a...

  • Fixed Income Portfolio Manager

    1 month ago

    dallas, United States Selby Jennings Full time

    Position Overview:Selby Jennings has recently partnered with a leading Bank that is seeking a Fixed Income Portfolio Manager to join the Investment Management team. This role is responsible for managing fixed income portfolios on behalf of clients, focusing on capital preservation, income generation, and risk-adjusted returns. The ideal candidate will have a...

  • Fixed Income Portfolio Manager

    1 month ago

    Dallas, United States Selby Jennings Full time

    Position Overview:Selby Jennings has recently partnered with a leading Bank that is seeking a Fixed Income Portfolio Manager to join the Investment Management team. This role is responsible for managing fixed income portfolios on behalf of clients, focusing on capital preservation, income generation, and risk-adjusted returns. The ideal candidate will have a...

  • Fixed Income Portfolio Manager

    1 month ago

    dallas, United States Selby Jennings Full time

    Position Overview:Selby Jennings has recently partnered with a leading Bank that is seeking a Fixed Income Portfolio Manager to join the Investment Management team. This role is responsible for managing fixed income portfolios on behalf of clients, focusing on capital preservation, income generation, and risk-adjusted returns. The ideal candidate will have a...

  • Long Only Portfolio Management Vice President

    1 month ago

    dallas, United States Selby Jennings Full time

    Selby Jennings has been engaged by a long-tenured wealth & investment management firm out of Texas to find a Vice President of Portfolio Management for their Dallas, Houston or Denver office. This firm is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients, and financial...

  • Long Only Portfolio Management Vice President

    2 months ago

    Dallas, United States Selby Jennings Full time

    Selby Jennings has been engaged by a long-tenured wealth & investment management firm out of Texas to find a Vice President of Portfolio Management for their Dallas, Houston or Denver office. This firm is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients, and financial...

  • Asset Management Investment Research Internship

    4 weeks ago

    Dallas, United States Cantor Fitzgerald Full time

    Job Title: Asset Management Investment Research InternshipLocation: Dallas Texas, Monday-Thursday in office, Friday remoteFirm Overview:Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment...

  • SVP Investments

    2 months ago

    Dallas, United States Tenfold Search & Advisory Full time

    A sustainable infrastructure investment platform specializing in energy and digital infrastructure is seeking an experienced SVP of Strategic Finance.The role can be based in either New York City, Dallas, or Los Angeles.Our client is dedicated to creating long-term value for investors, property owners, and stakeholders. They specialize in managing and...

  • Investment Relationship Manager

    3 weeks ago

    Dallas, Texas, United States Fisher Investments Full time

    Foster long-term relationships with high-net-worth clients as a Portfolio Counselor at Fisher Investments. This lucrative role offers uncapped performance-based compensation, allowing you to earn well into 6-figures.The OpportunityAs a key member of our Private Client Group (PCG), you will serve as the short-term point of contact for our clients, applying...

  • SVP Finance, Investments

    2 months ago

    dallas, United States Tenfold Search & Advisory Full time

    A sustainable infrastructure investment platform specializing in energy and digital infrastructure is seeking an experienced SVP of Strategic Finance.The role can be based in either New York City, Dallas, or Los Angeles.Our client is dedicated to creating long-term value for investors, property owners, and stakeholders. They specialize in managing and...

  • Portfolio Development Manager

    4 days ago

    Dallas, Texas, United States Bridge Investment Group Holdings LLC Full time

    Discover a rewarding career at Bridge Investment Group Holdings LLC as a Portfolio Development Manager. In this role, you will play a vital part in overseeing and enhancing the value of our properties.About the RoleWe are seeking an experienced Property Manager to join our team. As a Portfolio Development Manager, you will be responsible for supervising...

  • Cantor Fitzgerald | Asset Management Investment Research Internship | dallas, tx

    4 weeks ago

    dallas, United States Cantor Fitzgerald Full time

    Job Title: Asset Management Investment Research InternshipLocation: Dallas Texas, Monday-Thursday in office, Friday remoteFirm Overview:Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment...

  • Cantor Fitzgerald | Asset Management Investment Research Internship | dallas, tx

    4 weeks ago

    dallas, United States Cantor Fitzgerald Full time

    Job Title: Asset Management Investment Research InternshipLocation: Dallas Texas, Monday-Thursday in office, Friday remoteFirm Overview:Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment...

  • Portfolio Director

    3 days ago

    Dallas, Texas, United States Career Group Full time

    Portfolio Director Role Summary:As a Portfolio Director at Career Group, you will be responsible for leading the development and implementation of our investment strategy. This includes analyzing market trends, identifying new investment opportunities, and conducting thorough research on public companies.You will also be responsible for generating new...

  • Portfolio Counselor

    4 months ago

    Dallas, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

  • VP, Portfolio Manager

    1 month ago

    Dallas, United States Thomas Edwards Group Full time

    Job DescriptionJob Description#9878 Job DescriptionVP, Portfolio ManagerABOUT THE ROLEResponsible for co-managing discretionary investment strategies for the wealth division. Responsible for research, construction and implementation of investment strategies for clients of the company, including implementing asset allocation, security selection and adherence...

  • Financial Portfolio Specialist

    6 days ago

    Dallas, Texas, United States Fisher Investments Full time

    Fisher Investments is a fee-only fiduciary firm dedicated to providing exceptional investment services to high-net-worth clients. As a Financial Portfolio Specialist, you will be the primary point of contact for clients in the United States, working closely with our internal portfolio decision-makers, research teams, and sales team to deliver top-notch...

  • Portfolio Counselor

    1 week ago

    DALLAS, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

  • Investment Associate

    2 days ago

    Dallas, United States Selby Jennings Full time

    Job Description: We are seeking a knowledgeable and experienced Investment Associate to join our team in Dallas. The Investment Associate will play a crucial role in private equity deal sourcing, live deal execution, and portfolio management. This position offers the opportunity to work closely with the Partners of the firm and interact directly with...