Portfolio Management Intern, Manager Research (Summer 2027)

Corient; Houston (TX); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

401(k) Plan

Healthcare options

Dental & Vision

Disability Insurance

Parental Leave

Training Reimbursement

Job summary

Corient is seeking a summer internship for rising juniors and seniors to assist in evaluating investment managers, conduct market research, and support portfolio teams. You will collaborate with our investment professionals across multiple asset classes while learning hands-on how wealth managers select and monitor strategies.

This paid internship runs June through August 2027 in Houston, TX, and offers exposure to client service materials, research production, and cross‑department collaboration.

Qualifications

• Must be a rising junior or senior by summer 2027.
• Enrolled in a degree program related to finance, economics, mathematics, or related field.
• Demonstrated coursework or experience in finance/economics/mathematics.

Responsibilities

• Assist in evaluating investment managers across asset classes and vehicles.
• Monitor third-party manager performance and investment strategies.
• Conduct market research on investment trends and industry developments.
• Analyze and report on model portfolios.

Skills

Quantitative analysis

Finance knowledge

Excel proficiency

Verbal communication

Team collaboration

Attention to detail

Education

Rising junior or senior in finance/economics/math

Tools

MS Office

Bloomberg

Capital IQ

Job description

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Duration: June 2027 – August 2027

Responsibilities

• Assist in the evaluation and selection of investment managers across a wide array of asset classes and investment vehicles through both a quantitative and qualitative lens
• Contribute to the monitoring and assessment of third-party manager performance and other unique investment strategies
• Conduct market research on investment trends and industry developments
• Analyze and report on various model portfolios
• Interface with Corient’s portfolio management and alternatives teams as needed
• Participate in producing research materials to support investment decisions
• Support best‑in‑class client service and content creation
• Provide robust support to internal colleagues through excellent communication and collaboration

Qualifications & Requirements

• Must be a rising junior or 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
• Ability to thrive in a fast‑paced, dynamic environment and manage multiple priorities effectively
• Proficiency in Microsoft Office and other relevant financial software is a plus
• Excellent written and verbal communication skills
• Strong attention to detail and ability to prioritize tasks effectively
• Able to work across multiple internal and external departments and individuals
• Works to see multiple points of view to reach shared objective
• Able to communicate clearly and succinctly, both verbally and written, in a variety of settings and with multiple communication styles
• Previous internship, work, or classwork experience in finance or a related field is preferred but not required

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.

U.S. 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‑solicitation, confidentiality, and non‑disclosure.

What You Can Expect From Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that are 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

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.