Equity Strategy Intern: Portfolio Research & Analysis

Corient Services LLC; Westbrook (CT); On-site; USD 51,660 - 55,104; Part time

Benefits offered by this job

401(k) Plan with Employer Matching

Commuter & Transit FSA

Training Reimbursement

Paid Professional Designations

Job summary

Corient Services LLC seeks a named internship candidate for June–August 2027 to analyze investments and monitor portfolio holdings. You will assist in designing model portfolios, performing due diligence, and communicating research to advisors and clients.

Strong analytical skills and Excel proficiency are essential. Applicants should be rising seniors in finance-related fields, with coursework in economics or mathematics and the ability to work independently and with teams in a fast-paced

Qualifications

• Rising senior by summer 2027.
• Currently enrolled in finance/economics/mathematics or related field.
• Demonstrated coursework or experience in finance/economics/math.
• Strong analytical and quantitative skills.
• Proficiency in Excel and financial software a plus.
• Able to communicate clearly in varied settings.

Responsibilities

• Analyze, monitor, and report on investment opportunities and portfolio surveillance.
• Design and report on model portfolios and risk management solutions.
• Perform due diligence including financial modeling and investment memorandums.
• Research sectors, industries, and companies; generate actionable insights.
• Communicate research and strategy recommendations to advisors and clients.
• Build and improve an investment platform; work on team projects.

Skills

Analytical skills

Excel proficiency

Clear communication

Detail-oriented

Independent & collaborative work

Education

Rising senior (undergrad)

Tools

Bloomberg

FactSet

Morningstar

Other financial software

Job description

Corient Services LLC seeks a named internship candidate for June–August 2027 to analyze investments and monitor portfolio holdings. You will assist in designing model portfolios, performing due diligence, and communicating research to advisors and clients.

Strong analytical skills and Excel proficiency are essential. Applicants should be rising seniors in finance-related fields, with coursework in economics or mathematics and the ability to work independently and with teams in a fast-paced