Investment Manager Research Assistant

5 days ago


Dallas, Texas, United States Corient Private Wealth LLC Full time
Investment Manager Research Intern

At Corient Private Wealth LLC, we're seeking a highly motivated and detail-oriented Investment Manager Research Intern to join our team. As a key member of our investment team, you will assist in the evaluation and selection of investment managers across various asset classes and investment vehicles.

Responsibilities:
  • Assist in the evaluation and selection of investment managers through a quantitative and qualitative lens
  • 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 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

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.

Corient Private Wealth LLC is an equal opportunity employer and welcomes applications from diverse candidates.



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