Analyst, Portfolio Implementation

CI Financial; Wayne (PA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Volunteer days

Job summary

Corient, the world’s largest multi-family office, is seeking a detail‑oriented investment professional to support portfolio construction, rebalancing, and tax‑efficient strategies for high‑net‑worth clients. You will collaborate with the central investment team and advisory partners to map client objectives to Corient strategies.

Ideal candidates have a finance degree, 2+ years of experience, and strong analytical, written, and interpersonal skills to thrive in a fast‑paced, onsite environment

Qualifications

• Bachelor’s degree in Finance or related field required.
• Minimum 2+ years of relevant work experience.
• Experience with portfolio management software (Tamarac, Vestmark, Orion Eclipse, RedBlack, or Charles River) preferred.
• Demonstrated knowledge of portfolio construction and tax-efficient strategies.

Responsibilities

• Develop 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.
• Collaborate with local advisors to map client objectives to Corient strategies.
• Suggest trades to advisors and enter orders for execution.
• Contribute to optimum portfolio allocation across asset classes.
• Assist in transitioning legacy processes to centralized PM/trading solution.
• Review portfolios and build orders when strategy trades are suggested.

Skills

2+ years experience

Exceptional analytical skills

Strong written verbal interpersonal

Organized detail oriented self-motiv

Education

Bachelor’s degree in Finance or related field

Tools

Tamarac

Vestmark

Orion Eclipse

RedBlack

Charles River

Job description

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.

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.Additionalduties and responsibilities may be assignedwith or without notice.

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 ReimbursementPaid 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.