Portfolio Management Intern, Manager Research (Summer 2027)

CI Financial
Dallas, Texas, United States
Intern
Hybrid
Trainee
0+
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 3 months ago

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Excellent 4.7

Job summary

Join a team that values your ambition and empowers your growth at Corient, focusing on wealth management for high-net-worth clients. Assist in investment manager evaluation, market research, portfolio analysis, and produce research materials to support investment decisions. Ideal for a rising junior or senior studying finance, economics, or related fields with strong analytical and communication skills.

Responsibilities

Assist in the evaluation, selection, and monitoring of investment managers across various asset classes. Conduct market research on investment trends and produce materials to support portfolio management decisions.

Qualifications

attention to detail collaboration communication skills financial analysis investment evaluation market research portfolio management quantitative skills software proficiency

Must be a rising junior or senior by summer 2027 enrolled in a finance, economics, or mathematics degree program. Requires strong analytical skills and proficiency in Microsoft Office, with previous finance experience preferred.

English

Benefits

  • 401(k) Plan With Employer Matching
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • AD&D Insurance
  • Short-term Disability
  • Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts
  • Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program
  • Training Reimbursement
  • Paid Professional Designations
  • Volunteer Days

Company

CI Financial

CI Financial

linkedin
Financial Services
Location
Dallas, Texas, United States

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Excellent 4.7
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