Individual Equity Strategy Intern – Summer 2027

CI Financial

Investment intern in an established wealth management firm handling analysis of investment opportunities and portfolio management. Collaborating with senior investment professionals and supporting client service efforts.

Posted 7/10/2026internshipBoston • Illinois, Massachusetts, New York • 🇺🇸 United StatesEntry Level💰 $38 - $40 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and quantitative skills essential for analyzing investment opportunities and constructing model portfolios. Proficient in financial modeling and effective communication to support investment decisions and client service.

Highest-signal resume keywords

Financial AnalysisQuantitative SkillsMicrosoft Excel ProficiencyInvestment ResearchPortfolio Construction

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingInvestment AnalysisPortfolio ManagementData AnalysisRisk Assessment

Soft Skills

Clear CommunicationOrganizational SkillsAttention to DetailCollaborationIndependence

Tools & Technologies

Financial SoftwareMicrosoft Excel

Industry Keywords

Investment OpportunitiesEquity AnalysisFixed Income AnalysisClient ServiceDue Diligence

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.
Able to communicate clearly and succinctly, both verbally and written, in a variety of settings and with multiple communication styles.
Excellent written and verbal communication skills.
Able to effectively organize, integrate, and synchronize activities working across multiple internal and external departments and individuals, to complete tasks and assignments.
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.

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