Portfolio Implementation Intern - Summer 2027

Corient Services LLC; Dallas (TX); On-site; USD 42,619 - 60,700; Full time

Benefits offered by this job

401(k) with matching

Medical plan options

Dental & Vision insurance

Disability insurance

Parental leave

Transit/Commuter benefits

Training reimbursement

Volunteer days

Job summary

Corient Services LLC is seeking a Portfolio Implementation Intern for Summer 2027 in Chicago or Dallas. The role offers hands-on project exposure across traditional and alternative investments, with duties spanning analytics, portfolio analysis, and client education materials.

You will work with the portfolio management team to drive platform adoption and build your investment acumen while collaborating with multiple groups in a fast-paced setting.

Qualifications

• Rising senior by summer 2027.
• Currently enrolled in finance, economics, mathematics, or related field.
• Strong analytical and quantitative skills.
• Ability to work independently and in a fast-paced environment.
• Proficiency in Microsoft Excel and other financial software is a plus.

Responsibilities

• Support the Portfolio Management Team in adopting the centralized Corient Investment Platform.
• Gain exposure to the Traditional and Alternative investments teams and their products.
• Build investment knowledge of Corient’s solutions.
• Assist with running data analytics on investment strategies.
• Assist with creating marketing materials for client/advisor education of the platform.
• Assist with analyzing client portfolios and transition plans.

Skills

Analytical thinking

Quantitative skills

Communication skills

Independent & collaborative work

Education

Finance/Economics/Mathematics degree (rising senior)

Tools

Excel

Financial software

Job description

Corient Services LLC is seeking a Portfolio Implementation Intern for Summer 2027 in Chicago or Dallas. The role offers hands-on project exposure across traditional and alternative investments, with duties spanning analytics, portfolio analysis, and client education materials.

You will work with the portfolio management team to drive platform adoption and build your investment acumen while collaborating with multiple groups in a fast-paced setting.