Portfolio Implementation Intern; Summer

Position: Portfolio Implementation Intern (Summer 2027)
## Portfolio Implementation Intern (Summer 2027)
Apply locations:
US-TX-Dallas-5950 Sherry-0600:
US-IL-Chicago-10 SWacker-3100time type:
Full time posted on:
Posted Yesterday job requisition :
JR5863
** 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.

Corient is seeking a Portfolio Implementation Intern for summer 2027.
** Location**(s):
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.  #LI-Onsite 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.

This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
** 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…