Investment Manager Research Intern, Portfolio Strategy

3 weeks ago


Dallas, Texas, United States Corient Private Wealth LLC Full time
Job Summary

We are seeking a highly motivated and detail-oriented Investment Manager Research Intern to join our team at Corient Private Wealth LLC. As an Investment Manager Research Intern, you will play a critical role in supporting our investment management team in evaluating and selecting investment managers across various asset classes and investment vehicles.

Key Responsibilities
  • Assist in the evaluation and selection of investment managers through both quantitative and qualitative analysis
  • Contribute to the monitoring and assessment of third-party manager performance and unique investment strategies
  • Conduct market research on investment trends and industry developments
  • Analyze and report on various model portfolios
  • Interface with our 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
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
What We Offer
  • 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


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