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

Portfolio Implementation Intern (Summer 2027)

Location: Chicago or Dallas. Duration: June - August 2027.

Responsibilities

• Support the broader Portfolio Management Team in driving adoption of the centralized Corient Investment Platform to achieve optimal investment outcomes for clients.
• Gain exposure to all facets of the Traditional and Alternative investments teams and their products/solutions.
• Build investment acumen and knowledge base of Corient’s suite of solutions.
• Assist with running data analytics on various investment strategies.
• Assist with the creation of marketing materials related to client and advisor education of the centralized Corient Investment Platform.
• Assist with analyzing client portfolios and running transition plans.

Qualifications & Requirements

• 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.
• Establishes clear responsibilities and processes for monitoring work and measuring results.
• 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.
• Able to communicate clearly and succinctly, both verbally and written, in a variety of settings and with multiple communication styles.

Compensation

This position is non‑exempt and is paid according to the laws of the State of IL. The pay rate for this position is $37.50 per hour. We are required to provide a reasonable estimate of the compensation range for this role. The range takes into account the wide range of factors considered in making compensation decisions, including experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs.

Physical Requirements

• Works in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds.
• Required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that are 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
• Volunteer days to give back to the community

Equal Employment Opportunity Statement

Corient is 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.