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Portfolio Management Intern, Manager Research
CI FinancialPortfolio Management Intern assisting in investment manager evaluation and selection at Corient. Supporting market research, performance monitoring, and client service efforts during Summer 2027.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Must be a rising junior or 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
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
- Proficiency in Microsoft Office and other relevant financial software is a plus
- Excellent written and verbal communication skills
- Strong attention to detail and ability to prioritize tasks effectively
- Able to work across multiple internal and external departments and individuals
- Works to see multiple points of view to reach shared objective
- Able to communicate clearly and succinctly, both verbally and written, in a variety of settings and with multiple communication styles
- Previous internship, work, or classwork experience in finance or a related field is preferred but not required
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Investment AnalysisMarket ResearchPortfolio AnalysisPerformance AssessmentQuantitative Analysis
Soft Skills
Attention to DetailCollaborationAdaptabilityTime ManagementVerbal Communication