Portfolio Implementation Intern — Drive Platform Adoption

Corient; Dallas (TX); On-site; USD 48,216 - 55,104; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans

Dental, Vision & Life Insurance

Disability insurance

Paid leave

Commuter benefits

Training reimbursements

Professional designations

Job summary

Corient is seeking a Portfolio Implementation Intern for summer 2027 in Chicago or Dallas. You will support the portfolio management team, gaining exposure to traditional and alternative investments, while building knowledge of Corient’s investment solutions and analytics.

The role emphasizes independent and collaborative work in a fast-paced environment, with a focus on developing investment acumen and practical data skills for client portfolios and transition plans.

Qualifications

• Rising senior by summer 2027 in a related degree program.
• Strong analytical and quantitative skills.
• Proficiency in Excel and familiarity with financial software is a plus.
• Able to communicate clearly in varied settings and styles.
• Experience in finance or related coursework preferred but not required.

Responsibilities

• Support Portfolio Management in adopting the centralized Corient Investment Platform.
• Gain exposure to Traditional and Alternative investments teams and products.
• Build investment knowledge of Corient’s solutions.
• Assist with data analytics on investment strategies.
• Help create marketing materials for education of clients and advisors.
• Assist with analyzing client portfolios and transition plans.

Skills

Analytical skills

Excel proficiency

Independent & collaborative work

Attention to detail

Prior finance experience

Education

Finance/Economics/Math degree

Tools

Microsoft Excel

Financial software

Job description

Corient is seeking a Portfolio Implementation Intern for summer 2027 in Chicago or Dallas. You will support the portfolio management team, gaining exposure to traditional and alternative investments, while building knowledge of Corient’s investment solutions and analytics.

The role emphasizes independent and collaborative work in a fast-paced environment, with a focus on developing investment acumen and practical data skills for client portfolios and transition plans.