Portfolio Implementation Analyst: Build Tax-Smart Portfolios

Corient; Dallas (TX); Vor Ort; USD 75.000 - 110.000; Vollzeit

Zusammenfassung

Corient, a Dallas-based wealth advisory, seeks an Analyst, Portfolio Implementation to join our investment team. You will develop understanding of investment strategies, rebalance portfolios, and collaborate with third-party managers and local advisors to map client objectives into Corient solutions.

The role requires a finance degree, 2+ years of experience, strong analytical and communication skills, and familiarity with portfolio management software. On-site work four days per week in Dallas.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Analytical skills

Written and verbal communication

Organizational skills

Interpersonal skills

Ausbildung

Bachelor’s degree in Finance

Tools

Tamarac

Vestmark

Orion Eclipse

RedBlack

Charles River

Jobbeschreibung

Corient, a Dallas-based wealth advisory, seeks an Analyst, Portfolio Implementation to join our investment team. You will develop understanding of investment strategies, rebalance portfolios, and collaborate with third-party managers and local advisors to map client objectives into Corient solutions.

The role requires a finance degree, 2+ years of experience, strong analytical and communication skills, and familiarity with portfolio management software. On-site work four days per week in Dallas.