Wealth Portfolio Implementation Analyst

CI Financial; Wayne (PA); Presencial; USD 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Volunteer days

Resumo da oferta

Corient, the world’s largest multi-family office, is seeking a detail‑oriented investment professional to support portfolio construction, rebalancing, and tax‑efficient strategies for high‑net‑worth clients. You will collaborate with the central investment team and advisory partners to map client objectives to Corient strategies.

Ideal candidates have a finance degree, 2+ years of experience, and strong analytical, written, and interpersonal skills to thrive in a fast‑paced, onsite environment

Qualificações

• Bachelor’s degree in Finance or related field required.
• Minimum 2+ years of relevant work experience.
• Experience with portfolio management software (Tamarac, Vestmark, Orion Eclipse, RedBlack, or Charles River) preferred.
• Demonstrated knowledge of portfolio construction and tax-efficient strategies.

Responsabilidades

• Develop 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.
• Collaborate with local advisors to map client objectives to Corient strategies.
• Suggest trades to advisors and enter orders for execution.
• Contribute to optimum portfolio allocation across asset classes.
• Assist in transitioning legacy processes to centralized PM/trading solution.
• Review portfolios and build orders when strategy trades are suggested.

Conhecimentos

2+ years experience

Exceptional analytical skills

Strong written verbal interpersonal

Organized detail oriented self-motiv

Formação académica

Bachelor’s degree in Finance or related field

Ferramentas

Tamarac

Vestmark

Orion Eclipse

RedBlack

Charles River

Descrição da oferta de emprego

Corient, the world’s largest multi-family office, is seeking a detail‑oriented investment professional to support portfolio construction, rebalancing, and tax‑efficient strategies for high‑net‑worth clients. You will collaborate with the central investment team and advisory partners to map client objectives to Corient strategies.

Ideal candidates have a finance degree, 2+ years of experience, and strong analytical, written, and interpersonal skills to thrive in a fast‑paced, onsite environment