Individual Equity Strategy Intern (Summer 2027)

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

Duration

June 2027 - August 2027

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 specific guidelines and parameters outlined for each portfolio strategy.
• 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.

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.

Compensation

This position is non‑exempt and is paid according to the laws of the State of IL, MA and NY. The pay range for this position is $37.50 - $40 per hour.

Physical Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week.

Eligibility Requirements

Must be 18 years of age or older. Must have 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 determined based on shortage of qualified candidates with a particular skill. 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 that you are authorized to work in the U.S. If E‑Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E‑Verify once you have accepted a job offer and completed the Form I‑9. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement, which require, among other things, post‑employment obligations relating to non‑licitation, confidentiality, and non‑disclosure.

Benefits

• 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

EEO Statement

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.