Portfolio Implementation Intern, Summer 2026 at Corient · US-TX-Dal…

Summary: Corient is a rapidly growing wealth management platform that assists high-net-worth individuals and families in preserving their wealth. They are seeking a Portfolio Implementation Intern for the summer of 2026 to support the Portfolio Management Team in adopting investment strategies and analyzing client portfolios. 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 Required Qualifications: - Must be a rising senior by the summer of 2026 - 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 - Able to communicate clearly and succinctly, both verbally and written, in a variety of settings and with multiple communication styles - Must be 18 years of age or older - Must have unrestricted work authorization to work in the United States - Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement Preferred Qualifications: - Previous internship, work, or classwork experience in finance or a related field is preferred but not required Required Skills: Finance, Economics, Mathematics Important Skills: Microsoft Excel Nice-to-Have Skills: Analytical skills, Attention to detail, Communication skills, Team collaboration Internship Start Date: Start in 2026 Summer Benefits: 401(k) Plan with Employer Matching, Four Medical Plan options that is 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