Investment Associate, Portfolio Construction

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.

Duties: As an investment associate within the Portfolio Construction team, analyze the risk and return characteristics of various investment managers and strategies. Build diversified and risk-controlled model portfolios across traditional and alternative asset classes. Monitor portfolio characteristics, return attribution, risk exposures, and fund updates on a regular basis. Utilize quantitative techniques and tools to assess portfolio characteristics, risk exposures, and historical performance. Develop and maintain quantitative models to support investment decision-making. Develop and maintain quantitative models to implement and manage alternative investment strategies over multiple fund cycles. Draft memos and presentations for model portfolio recommendations and implementation guidelines. Present analyses and conclusions to senior management and the investment committee. Support client-facing teams on asset allocation, manager selection, and portfolio construction decisions. Create and present investment proposals to advisors and clients. Generate educational content on approved strategies and platform resources. Stay informed on market trends, industry developments, and regulatory changes impacting investment managers and their strategies. Collaborate with other members of the investment team and client service teams to support portfolio implementation and ensure alignment of investment strategies with client objectives.

Requirements: Bachelor’s degree or foreign equivalent in Finance, Economics, Business Administration, or a related field and 1 year of experience in the position offered or related in the wealth management industry. Must have 1 year of experience with: utilizing Excel for financial modeling, risk modeling and quantitative analysis; applying knowledge of investment products and strategies across traditional and alternative asset classes including mutual funds, ETF’s, separately managed accounts, alternative investment structures, private funds, and individual securities; managing risk on multi-asset portfolios including public equities, public fixed income, and private assets; and integrating private assets into broad asset allocation/pacing models, funding sources, and asset classification. Must have passed all three exams towards CFA designation.  Salary: $93,000 - $145,000/year.

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 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 the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish 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.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.