Wealth Management Portfolio Intern, Summer 2027

Corient Private Wealth LLC.; Houston (TX); On-site; USD 27,552 - 34,440; Full time

Benefits offered by this job

401(k) plan with employer matching

Medical plans

Dental & Vision Insurance

Disability insurance

Parental leave

FSAs & HSAs

Commuter benefits

Discount program

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient Private Wealth LLC seeks a Portfolio Management Intern for Summer 2027 in Houston. You will assist in evaluating investment managers, monitor performance, and conduct market research to support investment decisions.

You’ll collaborate with portfolio management and alternatives teams, prepare research materials, and help deliver best-in-class client content. The internship emphasizes rigorous analysis, clear communication, and teamwork in a fast-paced environment.

Qualifications

• Rising junior or senior by summer 2027.
• Enrolled in a finance, economics, mathematics, or related field.
• Strong analytical and quantitative skills.
• Excellent written and verbal communication; attention to detail.

Responsibilities

• Assist in the evaluation and selection of investment managers across asset classes and vehicles.
• Contribute to monitoring and assessment of third-party manager performance.
• Conduct market research on investment trends and industry developments.
• Analyze and report on various model portfolios.
• Interface with portfolio management and alternatives teams as needed.
• Produce research materials to support investment decisions.
• Support best-in-class client service and content creation.
• Collaborate effectively with internal colleagues across departments.

Job description

Corient Private Wealth LLC seeks a Portfolio Management Intern for Summer 2027 in Houston. You will assist in evaluating investment managers, monitor performance, and conduct market research to support investment decisions.

You’ll collaborate with portfolio management and alternatives teams, prepare research materials, and help deliver best-in-class client content. The internship emphasizes rigorous analysis, clear communication, and teamwork in a fast-paced environment.