CI Financial

Manager

• Assist in the evaluation and selection of investment managers across a wide array of 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

Portfolio Management Intern, Manager Research

General

• Analyzing, monitoring, reporting on potential new investment opportunities and conducting surveillance of current portfolio holdings.
• Designing, analyzing, reporting on various model portfolios.
• Individual security analysis both fixed income and equity.
• Apply Appropriate Rigor to Support Investment Decisions.
• Support Best in Class Client Service.
• Build and continuously improve a best-in-class investment platform.
• Use a variety of approaches and tactics to research, analyze and select securities.
• Construct portfolios adhering to the specific guidelines and parameters outlined for each portfolio strategy.
• Communicate research and strategy recommendations to advisors and clients.
• Perform due diligence, including financial modeling and preparation of investment memorandums, for investment opportunities.
• Generate research as needed on sectors, industries, and companies.
• Work on special projects as needed for the research team.

Individual Equity Strategy Intern – Summer 2027

Customer Success Manager

• Serve as central point of contact for ingesting client requests
• Coordinate between client, advisor, and additional support teams to execute & track against client requests
• Communicate with clients daily, addressing their day-to-day needs in an articulate and professional manner
• Support data input for client prospecting
• Schedule meetings between advisory team & clients
• Input client and advisor requests into Salesforce, track completion
• Retrieve and distribute client statements, tax documents, or other reports
• Generate portfolio reports
• Complete required paperwork
• Open accounts for existing clients

Portfolio Management Intern, Manager Research

Individual Equity Strategy Intern – Summer 2027

Client Success Specialist