Investment Manager Research Intern, Portfolio Strategy

3 days 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.

#LI-Onsite

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:
  • 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 an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

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.

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