Growth-Driven Portfolio Implementation Specialist

ci; Wayne (PA); On-site; USD 65,000 - 90,000; Full time

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

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.