Strategic Portfolio Implementation Analyst

ci; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life and AD&D

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health SB

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient, a wealth management firm serving high-net-worth individuals, is seeking a portfolio management professional in Dallas. You will collaborate with the central investment team to understand investment strategies and gain mastery of Corient's Portfolio Management System.

You will rebalance portfolios, manage cash needs, and work with advisors and third-party managers to map client objectives to Corient strategies. Strong analytical and communication skills are essential.

Qualifications

• 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.

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 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

Analytical skills

Communication skills

Portfolio management knowledge

Tax-efficient strategies

Education

Bachelor's degree in Finance

Tools

Tamarac

Vestmark

Orion Eclipse

RedBlack

Charles River

Job description

Corient, a wealth management firm serving high-net-worth individuals, is seeking a portfolio management professional in Dallas. You will collaborate with the central investment team to understand investment strategies and gain mastery of Corient's Portfolio Management System.

You will rebalance portfolios, manage cash needs, and work with advisors and third-party managers to map client objectives to Corient strategies. Strong analytical and communication skills are essential.