Analyst, Portfolio Implementation

ci; Dallas (TX); Sur place; USD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life and AD&D

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health SB

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Résumé du poste

Corient, a wealth management firm serving high-net-worth individuals, is seeking a portfolio management professional in Dallas. You will collaborate with the central investment team to understand investment strategies and gain mastery of Corient's Portfolio Management System.

You will rebalance portfolios, manage cash needs, and work with advisors and third-party managers to map client objectives to Corient strategies. Strong analytical and communication skills are essential.

Qualifications

• Bachelor's degree from an accredited university required, preferably in Finance.
• 2+ years of relevant work experience.
• Exceptional analytical skills.
• Working knowledge of portfolio management/rebalancer software (Tamarac, Vestmark, Orion Eclipse, RedBlack, or Charles River) 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.

Responsabilités

• Develop an understanding of Corient's investment strategies through frequent interactions with the central investment team.
• Become an expert in Corient's centralized Portfolio Management System.
• Rebalance portfolios, manage cash/liquidity needs, and harvest losses in taxable accounts.
• Work with 3rd party managers via separately managed accounts.
• Work with local advisors to understand clients' objectives, risk tolerance, and existing investment portfolios to map them into 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 Portfolio Management System for execution by the Trade Execution team
• Contribute to optimal portfolio allocation across equities, fixed income, and alternatives, ensuring alignment with clients' overall investment objectives.
• Assist in transition of legacy processes to centralized portfolio management/trading solution.
• Review portfolios and build orders when strategy trades are suggested by the Investment Team

Connaissances

Analytical skills

Communication skills

Portfolio management knowledge

Tax-efficient strategies

Formation

Bachelor's degree in Finance

Outils

Tamarac

Vestmark

Orion Eclipse

RedBlack

Charles River

Description du poste

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.

Responsibilities

• Develop an understanding of Corient's investment strategies through frequent interactions with the central investment team
• Become an expert in Corient's centralized Portfolio Management System
• Rebalance portfolios, manage for cash/liquidity needs, and harvest losses in taxable accounts
• Work with 3rd party managers via separately managed accounts.
• Work with local advisors to understand clients' objectives, risk tolerance, and existing investment portfolios to map them into 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 Portfolio Management System for execution by the Trade Execution team
• Contribute to optimal portfolio allocation across equities, fixed income, and alternatives, ensuring alignment with clients' overall investment objectives
• Assist in transition of legacy processes to centralized portfolio management/trading solution
• Review portfolios and build orders when strategy trades are suggested by the Investment Team

Qualifications & Requirements

• Bachelor's degree from an accredited university required, preferably in Finance.
• 2+ years of relevant work experience.
• Exceptional analytical skills.
• Working knowledge of portfolio management/rebalancer software (Tamarac, Vestmark, Orion Eclipse, RedBlack, or Charles River) 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.

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

• 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 large