Wealth & Private Markets Investment Associate

Corient; New York (NY); Hybrid; USD 121,000 - 160,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health St

Dependent Care FSA

Commuter & Transit FSA

Perkspot

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient, based in New York, NY, seeks an Investment Associate to support private market clients through financial planning, investment analysis, and robust client service. You will assist Wealth Advisors, prepare plans and reports, and help manage client relationships in a collaborative team setting.

You will engage in learning opportunities, participate in networking, and begin building relationships with COI peers while pursuing CFP credentials, with onsite work four days per week and a

Qualifications

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Seeks to learn and develop skills and supports client service teams to ensure client experience exceeds expectations.
• Typically, 0-3 years’ experience; working towards CFP credentials.

Responsibilities

• Completes financial plans, investment reports, tax and estate analysis as requested.
• Prepares for and participates in client meetings, documenting tasks and coordinating service execution.
• Gathers data and observes, learns and communicates observations to Lead Advisors.

Skills

Financial planning

Investment analysis

Data gathering

Client service

Networking

Education

Bachelor's degree

Job description

Corient, based in New York, NY, seeks an Investment Associate to support private market clients through financial planning, investment analysis, and robust client service. You will assist Wealth Advisors, prepare plans and reports, and help manage client relationships in a collaborative team setting.

You will engage in learning opportunities, participate in networking, and begin building relationships with COI peers while pursuing CFP credentials, with onsite work four days per week and a