Summer 2027 Portfolio Implementation Intern

Corient Private Wealth LLC.; Chicago (IL); On-site; USD 50,971 - 55,104; Full time

Benefits offered by this job

401(k) with employer matching

Medical plan options

Dental, Vision & Life Insurance

Paid Parental Leave

Job summary

Corient Private Wealth LLC. in Chicago or Dallas is seeking a Portfolio Implementation Intern for Summer 2027 to support the centralized Corient Investment Platform and the Portfolio Management Team.

You will build investment knowledge across traditional and alternative products, perform data analytics, assist with marketing materials for client education, and help analyze client portfolios and transition plans. This is a paid internship that runs June through August and requires onsite work.

Qualifications

• Rising senior by summer 2027 enrolled in a related degree.
• Strong analytical and quantitative skills.
• Proficiency in Excel; familiarity with financial software is a plus.
• Ability to work independently and in teams in a fast-paced environment.

Responsibilities

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

Skills

Analytical skills

Quantitative reasoning

Communication

Education

Pursuing finance/economics/mathematics degree

Tools

Microsoft Excel

Financial software

Job description

Corient Private Wealth LLC. in Chicago or Dallas is seeking a Portfolio Implementation Intern for Summer 2027 to support the centralized Corient Investment Platform and the Portfolio Management Team.

You will build investment knowledge across traditional and alternative products, perform data analytics, assist with marketing materials for client education, and help analyze client portfolios and transition plans. This is a paid internship that runs June through August and requires onsite work.