Equity Strategy Intern – Investment Research

Corient; Post (OR); On-site; USD 50,971 - 55,104; Full time

Benefits offered by this job

401(k) Plan

Medical Plan Options

Dental & Vision Insurance

Paid Time Off

Training & Development

Employee discounts

Job summary

Corient invites driven students to join as an internship in our investment research team from June 2027 to August 2027. The role involves analyzing opportunities, building model portfolios, and supporting senior investment professionals.

You\u2019ll gain hands-on experience with Bloomberg, FactSet, and Morningstar, while developing financial modeling skills and professional communication in a fast-paced wealth-management environment.

Qualifications

• Must be a rising senior by the summer of 2027.
• 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.
• Proficiency in Microsoft Excel and other relevant financial software is a plus.
• Able to communicate clearly and succinctly, both verbally and written, in a variety of settings and with multiple communication styles.
• Excellent written and verbal communication skills.
• Able to effectively organize, integrate, and synchronize activities working across multiple internal and external departments and individuals, to complete tasks and assignments.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail and ability to prioritize tasks effectively.
• Previous internship, work, or classwork experience in finance or a related field is preferred but not required.

Responsibilities

• Analyzing, monitoring, reporting on potential new investment opportunities and conducting surveillance of current portfolio holdings.
• Designing, analyzing, reporting on various model portfolios (risk management, etc.)
• Individual security analysis both fixed income and equity.
• Apply Appropriate Rigor to Support Investment Decisions.
• Support Best in Class Client Service.
• Build and continuously improve a best-in-class investment platform.
• Use a variety of approaches and tactics to research, analyze and select securities.
• Construct portfolios adhering to the specific guidelines and parameters outlined for each portfolio strategy.
• The proficiency to accurately examine and interpret fundamental data to drive investment decisions.
• Communicate research and strategy recommendations to advisors and clients.
• Perform due diligence, including financial modeling and preparation of investment memorandums, for investment opportunities.
• Generate research as needed on sectors, industries, and companies.
• Work on special projects as needed for the research team.
• Learn to use various market data systems effectively, including Bloomberg, FactSet, and Morningstar.

Job description

Corient invites driven students to join as an internship in our investment research team from June 2027 to August 2027. The role involves analyzing opportunities, building model portfolios, and supporting senior investment professionals.

You\u2019ll gain hands-on experience with Bloomberg, FactSet, and Morningstar, while developing financial modeling skills and professional communication in a fast-paced wealth-management environment.