Analyst, Alternatives Due Diligence Investments

Corient; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their New York team as an investment analyst. This role focuses on conducting thorough due diligence for private investments, supporting proprietary investment vehicles, and collaborating with wealth advisory teams. Ideal candidates will have a bachelor's degree in a relevant field, strong analytical and communication skills, and 2-4 years of experience in a related role. This opportunity offers a chance to contribute to a company dedicated to preserving wealth and establishing lasting legacies for clients.

Qualifications

• 2-4 years of experience in a private investment-related role.
• Strong analytical and problem-solving skills required.

Responsibilities

• Conduct due diligence on new private investments for the alternatives platform.
• Support client service and business development efforts related to private investments.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Organizational Skills

Education

Bachelor’s degree in Business

CFA/CAIA/FRM designations

Tools

Analytical Tools and Applications

Job description

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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

This New York-based position will support due diligence for Corient’s Private Investment platform. This includes investments across both Growth and Income-focused mandates for Corient’s new Vintage series program as well as other product areas within the platform.

Position Description:

• Conduct rigorous due diligence on new private investments for Corient’s alternatives platform. This includes in-person and remote meetings with fund managers and ensuring that all due diligence process requirements are fulfilled.
• Support Corient’s proprietary private investment vehicles, Corient Registered Alternatives Fund (CoRA) and Corient Private Access (CoPA).
• Work with Corient’s wealth advisory teams to support client service and business development efforts related to private investments.
• Serve as product expert for private investments and other related investment offerings.

Requirements:

• Bachelor’s degree in Business, Economics, Finance, or a related field. CFA/CAIA/FRM designations a plus.
• 2-4 years of experience as an investment analyst/banker/consultant in a private investment-related role.
• Strong analytical and problem-solving skills; proficient in analytical tools and applications.
• Exceptional communicator in both written and verbal formats.
• Strong organizational abilities, including data collection and documentation.
• Excels in both collaborative and independent work environments.
• Ability to manage multiple projects, deliver high-quality outcomes, and meet deadlines.
• Willingness to travel ~10-20%.

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