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Equity Strategy Analyst Intern

2 months ago

Itasca, Illinois, United States Corient Private Wealth LLC Full time
Become a part of a team that champions your aspirations and nurtures your development

At Corient Private Wealth LLC, we assist high-net-worth individuals and families in enjoying a fulfilling life while safeguarding their wealth for future generations and supporting the causes and communities they cherish. Our focus is on surpassing expectations, simplifying lives, and building legacies that endure. We are continuously seeking skilled and driven individuals to join our ranks. If you are looking for an organization that appreciates your contributions and fosters your growth, we would be eager to connect with you.

Key Responsibilities
  • Evaluate, monitor, and report on prospective investment opportunities while overseeing current portfolio assets (gain exposure to top-tier talent and collaborate with seasoned investment professionals).
  • Develop, analyze, and report on diverse model portfolios (including risk management).
  • Conduct individual security assessments in both fixed income and equity.
  • Apply rigorous analysis to support investment choices.
  • Deliver exceptional client service.
  • Enhance and continuously refine a premier investment platform.
  • Utilize various methodologies to research, analyze, and select securities.
  • Construct portfolios in accordance with specific guidelines and parameters for each investment strategy.
  • Exhibit proficiency in accurately analyzing and interpreting fundamental data to inform investment decisions.
  • Articulate research and strategic recommendations to advisors and clients.
  • Conduct due diligence, including financial modeling and the preparation of investment memoranda for potential investment opportunities.
  • Generate research as necessary on sectors, industries, and companies.
  • Participate in special projects as required by the research team.
  • Learn to effectively utilize various market data systems, including Bloomberg, FactSet, and Morningstar.
Qualifications & Requirements
  • Must be a rising junior or senior.
  • Currently pursuing a degree in finance, economics, mathematics, or a related discipline.
  • Demonstrated coursework or experience in finance, economics, or mathematics.
  • Strong analytical and quantitative abilities.
  • Proficiency in Microsoft Excel and other relevant financial software is advantageous.
  • Capable of clear and concise communication, both verbally and in writing, across various settings and communication styles.
  • Excellent written and verbal communication skills.
  • Able to effectively organize, integrate, and synchronize activities across multiple internal and external departments and individuals to complete tasks and assignments.
  • Ability to work independently and collaboratively in a dynamic environment.
  • Strong attention to detail and effective task prioritization skills.
  • Previous internship, work, or academic experience in finance or a related field is preferred but not mandatory.
Core Competencies

Collaboration; Communication; Coordination; Decision Quality; Fundamental Analysis

This position description aims to provide a general overview of the expectations and responsibilities associated with this role and may not encompass all tasks that may be assigned. As business needs evolve, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Individuals in this job family promote the adoption of the Corient investment platform, serving as subject matter experts on the wide array of investment solutions available across traditional and alternative asset classes.

Physical Requirements
  • This role necessitates the physical capabilities to operate in an office environment, which may involve prolonged periods of sitting at a desk and working on a computer. Corient strives to provide reasonable accommodations that enable individuals with disabilities to perform essential duties whenever feasible.
  • This position may require the ability to lift up to 15 pounds.
  • This role is required to work onsite a majority of the week.
U.S. Eligibility Requirements
  • Must be at least 18 years of age.
  • Must be willing to undergo a background investigation; any employment offer is contingent upon the successful completion of this investigation.
  • Must possess 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 evaluated based on the availability of qualified candidates with specific skills. 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 your eligibility to work in the U.S. If E-Verify cannot confirm your authorization, this employer is required to provide you with written instructions and an opportunity to contact the Department of Homeland Security (DHS) or Social Security Administration (SSA) to resolve the issue before any action can be taken against you, including termination of employment. Employers can only utilize E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to sign Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which includes, among other things, post-employment obligations related to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us

Our commitment to the Employee Experience at Corient is focused on supporting, empowering, and inspiring our talented team through:
  • Flexible & Hybrid Work Program
  • 401(k) Plan with Employer Matching
  • Multiple 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
  • Community Engagement - Volunteer days
Corient is among the fastest-growing wealth management platforms in the United States, serving over 10,000 clients and managing more than $100 billion in assets through offices nationwide. We blend 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 uniquely different wealth management experience for our clients.

Full participation of all employees in a safe, healthy, and respectful environment is crucial to both individual and company success. We are dedicated to fully utilizing the abilities of all our employees and expect each team member to uphold 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.