Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Key Responsibilities
- Fund & Portfolio Management: Work alongside Alternatives team leadership in the day-to-day management of CoRA, including portfolio construction, investment pacing, liquidity management, exposure monitoring and ongoing portfolio analysis.
- Investment Underwriting: Lead and support due diligence and underwriting of private-market investments, including fund commitments, secondary investments, direct and co-investment transactions, and registered and private investment vehicles across private equity, venture capital, private credit and real assets.
- Portfolio Monitoring: Monitor underlying investments and overall fund exposures, including performance, valuations, concentration, liquidity, asset allocation and other portfolio-level risks.
- Registered Fund / RIC Oversight: Develop deep expertise in the operating and regulatory requirements applicable to a registered alternatives fund. Work with internal and external partners to monitor requirements arising under the Investment Company Act of 1940, Subchapter M / RIC tax rules, SEC requirements, valuation policies, financial reporting and audit processes.
- Investment & Fund Analytics: Develop and maintain analytical tools and reporting used to evaluate portfolio performance, liquidity, exposures, investment pacing, and regulatory tests.
- Cross-Functional Coordination: Partner with Legal, Compliance, Tax, Finance, Operations, administrators, auditors, sub-advisers and other service providers.
- Advisor & Client Support: Serve as a subject matter expert on CoRA and its underlying investments supporting wealth advisors and fund clients.
- Communications: Help develop and maintain investor communications, portfolio commentary, marketing collateral and educational materials.
- Platform Development: Contribute to broader Alternatives team initiatives and help identify opportunities to improve processes, analytics, reporting and overall management.
Qualifications
- Bachelor’s degree in Finance, Economics, Business or related field; advanced degree a plus.
- CFA and/or CAIA designation preferred.
- 5+ years of relevant investment experience, preferably involving private markets, alternative investments, registered funds or multi-asset portfolios.
- Demonstrated experience evaluating private-market investments, with the ability to independently assess investment opportunities, managers, structures, risks and returns.
- Working knowledge of private equity, venture capital, private credit and/or real assets; experience across multiple alternative asset classes strongly preferred.
- Strong analytical and financial modeling skills, with demonstrated ability to work with complex portfolio and investment data.
- Strong written and verbal communication skills, including the ability to translate complex investment concepts for wealth advisors and sophisticated clients.
- Highly organized and detail-oriented, with the ability to manage multiple workstreams and operate independently in a fast-paced environment.
- Demonstrated judgment and ability to take ownership of unfamiliar or complex assignments with limited supervision.
- Willingness to travel approximately 10%–20%.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $154,000-$209,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
- This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
- This position may require the ability to lift up to 15 pounds.
- This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
- Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
- 401(k) Plan with Employer Matching
- Four Medical Plan options that is generously subsidized by Corient
- Employer paid Dental, Vision & Life and AD&D Insurance
- Employer paid Short-term & Long-term Disability
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Dependent Care FSA
- Commuter & Transit FSA
- Corporate Discount Program - Perkspot
- Training Reimbursement
- Paid Professional Designations
- Giving back to the community - Volunteer days
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
