What are the responsibilities and job description for the Analyst, Corient Investments position at Corient Private Wealth LLC?

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Summary

We are seeking highly motivated, detail-oriented, and experienced investment professionals to join our team. These positions will initially be reporting to a Partner on the Portfolio Management team, or another team member to be determined. The ideal candidates will have broad knowledge of investments and experience in the areas of trading operations and / or portfolio management. The Analyst, Corient Investments candidates will work closely with Wealth Advisors, the Investment Team, and operations staff in a team-based setting.

Responsibilities

Develop of deep understanding of Corient's equity strategies through frequent interactions with the central investment team
Become an expert in local Portfolio Management / Order Management systems
Work with local advisors to understand clients' objectives, risk tolerance, and existing equity portfolios to map them to Corient strategies
Suggest trades to advisors that are consistent with moving to the mapped strategy, staying within capital gain budgets. Enter these orders into the local Order Management System for execution by the trading team
Review portfolios and build orders when strategy trades are suggested by the Investment Team
Contribute to optimal portfolio allocation across equities, fixed income, and alternatives, ensuring alignment with clients' overall investment objectives
Rebalance portfolios, manage for cash / liquidity needs, and harvest losses in taxable accounts
Assist in transition of legacy systems to new centralized portfolio management / trading solution

Qualifications & Requirements

Bachelor's degree from an accredited university required, preferably in Finance or Economics.

Progress toward the Chartered Financial Analyst (CFA) designation preferred.

2 years of relevant work experience.

Exceptional analytical skills.

Working knowledge of portfolio management / order management software (Moxy, Tamarac, Addepar, Orion Eclipse, or Eze) preferred

Demonstrated knowledge of portfolio construction and tax-efficient portfolio management strategies (i.e. asset location, tax-loss harvesting, etc.).

Ability to be organized, detail oriented, and self-motivated, while balancing multiple priorities in a fast-paced environment.

Strong written, verbal, and interpersonal skills.

LI-Onsite

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. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

This position may require the ability to lift up to 15 pounds.

This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

Must be 18 years of age or older.

Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :

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

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

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.

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Analyst, Corient Investments

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