Portfolio Research Intern: Manager Selection & Analysis

Corient; Houston (TX); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life and AD&D

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & HealthSav

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient, a leading wealth management firm in the United States, seeks a summer intern to assist in evaluating investment managers, monitoring performance, and conducting market research across asset classes. You will analyze model portfolios and help produce research materials to support investment decisions.

The role emphasizes strong analytical and communication skills, with onsite work in Houston, TX. Applicants should be rising juniors or seniors in finance-related programs and ready to

Qualifications

• 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.

Responsibilities

• Assist in the evaluation and selection of investment managers across 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

Skills

Strong analytical skills

Quantitative skills

Excellent written and verbal

Microsoft Office

multitasking

Education

Rising junior or senior by summer 2027

Finance/Economics/Mathematics related degree

Tools

Financial software

Job description

Corient, a leading wealth management firm in the United States, seeks a summer intern to assist in evaluating investment managers, monitoring performance, and conducting market research across asset classes. You will analyze model portfolios and help produce research materials to support investment decisions.

The role emphasizes strong analytical and communication skills, with onsite work in Houston, TX. Applicants should be rising juniors or seniors in finance-related programs and ready to