Associate, Alternative Investments

Corient Services LLC; New York (NY); On-site; USD 121,000 - 160,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit FSA

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient seeks an Analyst/Associate to support the Alts team leadership in managing a multi-asset private markets portfolio, with exposure to Private Equity, Venture Capital, Private Credit and Real Assets. You will contribute to risk modeling, due diligence, and strategy development.

You will also create marketing collateral, educate stakeholders, and assist wealth advisory teams with the Corient platform. Travel 10–20% is expected. This role is onsite in New York with NY law-exempt compensation.

Qualifications

• Bachelor’s degree in finance, economics, business, or related field.
• CFA or CAIA designations encouraged.
• 1–4 years experience in alternatives assets.
• Strong analytical, financial modeling, and problem-solving skills; proficient in analytical tools and applications.
• Exceptional communicator in written and verbal formats; collaborative and independent work styles.
• Meticulous data tracking for fund performance and due diligence pipelines.
• Willingness to travel 10%–20%.

Responsibilities

• Assist the Alts team leadership to manage a multi-asset private markets portfolio.
• Invest in Funds and co-investments across Private Markets asset classes including Private Equity, Venture Capital, Private Credit and Real Assets.
• Perform risk management modeling and stress testing of portfolios.
• Become a subject matter expert on the strategy.
• Create marketing collateral and educational materials.
• Help wealth advisory teams with navigating the Corient alternatives platform or answering inbound questions and data requests.

Skills

Financial modeling

Analytical thinking

Communication

Data analysis

Education

Bachelor’s degree in finance, Economics, Business, or related field

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.

Key Responsibilities

• Assist the Alts team leadership to manage a multi-asset private markets portfolio
• Invest in Funds and co-investments across Private Markets asset classes including Private Equity, Venture Capital, Private Credit and Real Assets
• Perform risk management modeling and stress testing of portfolios
• Become a subject matter expert on the strategy
• Create marketing collateral and educational materials
• Help wealth advisory teams with navigating the Corient alternatives platform or answering inbound questions and data requests

Qualifications (Analyst/Associate)

• Bachelor’s degree in finance, Economics, Business, or related field.
• CFA or CAIA designations encouraged
• 1-4 years experience in alternatives assets
• Strong analytical, financial modeling, and problem-solving skills; proficient in analytical tools and applications
• Exceptional communicator in both written and verbal formats; excels in both collaborative and independent work environments
• Meticulous data tracking for fund performance and due diligence pipelines.
• Willingness to travel 10%–20%

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.

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.

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $121,000-$159,500 USD per year.

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 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.

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. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.

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.