Portfolio Management Intern, Manager Research (Summer 2027)

Duration: June 2027 – August 2027 Responsibilities Assist in the evaluation and selection of investment managers across a wide array of asset classes and investment vehicles through both quantitative and qualitative analyses. 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. Qualifications & Requirements 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. Ability to work across multiple internal and external departments and individuals. Ability to see multiple points of view to reach shared objectives. Strong communication skills across varied audiences. Previous internship, work, or classwork experience in finance or a related field is preferred but not required. 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. It may require the ability to lift up to15 pounds. This position is required to work onsite4days 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. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement. Eligible to work with E‑Verify and submit required documentation after accepting a job offer. Benefits (What You Can Expect) 401(k) Plan with Employer Matching Four medical plan options that are generously subsidized by Corient Employer‑paid dental, vision, and life and AD&D insurance Employer paid short‑term and long‑term disability; paid maternity and parental leave Flexible Spending Accounts & Health Savings Accounts for dependent care Commuter & transit FSA Corporate discount program via Perkspot Training reimbursement, paid professional designations Volunteer days for giving back to the community Equal Opportunity Employer Statement We are an equal‑opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. #J-18808-Ljbffr Corient Services LLC