Investment Research & Portfolio Strategy Intern

Corient Services LLC; Houston (TX); On-site; USD 24,796 - 38,572; Part time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plan options

Employer paid dental, vision, and life

Disability insurance

Parental leave

FSAs/HSA

Commuter benefits

Perkspot discount

Training reimbursement

Volunteer days

Job summary

Corient Services LLC in Houston is offering a summer internship for students in finance, economics, or mathematics. You will support the evaluation and selection of investment managers and assist in monitoring performance across asset classes.

You'll conduct market research, analyze model portfolios, and prepare research materials to back investment decisions. The role emphasizes collaboration with portfolio management and client-service teams, with onsite work four days a week.

Qualifications

• Rising junior or senior by summer 2027 in finance, economics, or mathematics.
• Enrolled in a degree program related to finance, economics, mathematics.
• Strong analytical and quantitative abilities.
• Proficiency with Microsoft Office is a plus.
• Excellent written and verbal communication.
• Ability to manage multiple priorities in a fast-paced environment.
• Prior internship or classwork in finance preferred but not required.

Responsibilities

• Assist in evaluation and selection of investment managers across asset classes.
• Monitor third-party manager performance and investment strategies.
• Conduct market research on investment trends and industry developments.
• Analyze and report on model portfolios.
• Interface with portfolio management and alternatives teams as needed.
• Produce research materials to support investment decisions.
• Support client service and content creation.
• Provide robust support to internal colleagues through communication and collaboration.

Skills

Analytical skills

Communication

Attention to detail

Time management

Education

Finance/Economics/Mathematics degree

Tools

Microsoft Office

Job description

Corient Services LLC in Houston is offering a summer internship for students in finance, economics, or mathematics. You will support the evaluation and selection of investment managers and assist in monitoring performance across asset classes.

You'll conduct market research, analyze model portfolios, and prepare research materials to back investment decisions. The role emphasizes collaboration with portfolio management and client-service teams, with onsite work four days a week.