Corient is one of the largest integrated RIAs in the United States. We have 236 partners and more than 1,300 colleagues managing $147 billion for more than 10,000 high, and ultra-high net worth clients. We are fiduciaries with an exclusive team of wealth advisors and a heritage dating back almost 100 years. Our institutional knowledge spans the full spectrum of planning, investing, lending and money management disciplines. And our unique partnership model was designed to foster professional collaboration aiming to deliver the highest level of excellence to our clients.

Internship Locations:
Chicago, IL | Newport, CA | Denver, CO | Philadelphia, PA | Columbus, OH |Houston, TX | Dallas, TX | New York, NY | Atlanta, GA | Charlotte, NC|

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Corient Summer 2024 Internship Financial Planning Program Job Description:

- Work closely with Analyst Team to support their day-to-day responsibilities related to both client advisor and investment teams.
- Prepare performance reports and analysis for clients and prospects; may involve evaluating account performance and analyzing investment portfolio holdings.
- Support the creation of a broad range of marketing materials including strategy profiles, macroeconomic slides, and client/prospect presentations.
- Complete a series of projects that develop both technical and interpersonal skills; For example, interns will complete a mock client asset allocation proposal.
- Assist with market research needs.
- Participate in firmwide culture initiatives.

Qualifications:
- Problem solving/strategic thinker.
- Exceptional communication, organizational, and interpersonal skills.
- Strong attention to detail.
- Ability to work independently and as part of a team.
- Strong interest in financial markets.
- Ability to work in a a fast-paced environment and multi-task.