Analyst, Portfolio Implementation

ci

Wayne (PA)

On-site

USD 65,000 - 90,000

Full time

3 days ago

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Benefits offered by this job

401(k) with Employer Matching

Medical Plan options (4 options)

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health SS

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient in Wayne, PA is seeking a detail-oriented Investment Analyst to support portfolio construction and tax-efficient strategies. You will collaborate with the central investment team, gain mastery of the Portfolio Management System, and help rebalance client portfolios across equities, fixed income, and alternatives.

The ideal candidate has a finance degree and at least 2 years of relevant experience, strong analytical and communication skills, and comfort working onsite four days a week.

Qualifications

Bachelor's degree in Finance or related field.
Minimum 2 years of relevant investment experience.
Strong analytical and quantitative abilities.
Experience with portfolio management systems.
Knowledge of tax-efficient investing strategies.
Excellent written and verbal communication.

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

Skills

Bachelor's degree

2+ years exp

Analytical skills

Attention to detail

Self-motivated

Communication skills

Education

Bachelor's degree in Finance

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.

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