Finance Associate

CI Financial; United States; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) Match

Medical Plans

Dental/Vision/Life

Disability Insurance

Leave - Paid

FSA Accounts

Dependent Care FSA

Commuter Benefits

Training Reimbursement

Professional Designations

Volunteer Days

Job summary

Corient, located in New York, is seeking a strategic financial professional to join our team. The role focuses on supporting financial modeling, forecasting, and analytics to inform corporate decisions and strategic initiatives.

You will partner with the CFO and finance leadership, prepare executive-level analyses, and maintain key planning tools while collaborating across Finance, Accounting, Operations and business leaders to drive growth and value creation.

Responsibilities

• Support financial modeling, forecasting, and analytical projects to inform strategic business decisions.
• Partner with the CFO and Finance leadership team to develop presentations, business cases, and executive-level analyses.
• Assist in evaluating strategic initiatives, M&A opportunities, and integration activities through financial analysis and scenario modeling.
• Prepare reporting, dashboards, and financial insights that support organizational planning and performance management.
• Conduct quantitative and qualitative analyses to identify trends, risks, opportunities, and value creation initiatives.
• Collaborate cross-functionally with Finance, Accounting, Operations, and business leaders to support strategic priorities and drive execution.
• Maintain key financial models, planning tools, and decision-support materials for leadership stakeholders.
• Support special projects and ad hoc analyses related to corporate strategy, capital allocation, growth initiatives, and operational improvements

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

• Support financial modeling, forecasting, and analytical projects to inform strategic business decisions.
• Partner with the CFO and Finance leadership team to develop presentations, business cases, and executive-level analyses.
• Assist in evaluating strategic initiatives, M&A opportunities, and integration activities through financial analysis and scenario modeling.
• Prepare reporting, dashboards, and financial insights that support organizational planning and performance management.
• Conduct quantitative and qualitative analyses to identify trends, risks, opportunities, and value creation initiatives.
• Collaborate cross-functionally with Finance, Accounting, Operations, and business leaders to support strategic priorities and drive execution.
• Maintain key financial models, planning tools, and decision-support materials for leadership stakeholders.
• Support special projects and ad hoc analyses related to corporate strategy, capital allocation, growth initiatives, and operational improvements

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
• 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.

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.

Setting the standard for investment excellence and advice.

CI Financial is an independent firm providing innovative global asset management and wealth advisory services, dedicated to high-quality investments and client-focused solutions.

Location Hybrid - New York, United States