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About the Role
Corient is seeking talented and motivated individuals to join their team, offering a supportive environment for growth and contribution. The company focuses on helping high- and ultra-high-net-worth individuals and families preserve wealth, enjoy life, and establish lasting legacies.
Responsibilities
- Execute due diligence on private investments for Corient’s alternatives platform with a focus on real assets.
- Analyze core, core+, value-add, opportunistic, and niche sector specialists across real estate, infrastructure, and natural resources asset classes.
- Conduct manager meetings and perform rigorous remote and in-person operational and investment reviews.
- Author investment memos and produce comprehensive risk-return profiles and underwriting documentation.
- Conduct ongoing platform monitoring, including tracking manager performance and maintaining a monitoring database.
- Support Advisors and Clients by creating marketing collateral and educational materials for platform investments.
- Assist wealth advisory teams with navigating the Corient platform or answering technical queries.
- Articulate real asset market trends.
Requirements
- Bachelor’s degree in Finance, Economics, Business, or related field.
- 2–5 years in private markets/alternative investments role, real estate, infrastructure, or natural resources experience, preferred.
- Strong analytical, financial modeling, and problem-solving skills.
- Proficient in analytical tools and applications.
- Exceptional communicator in both written and verbal formats.
- Excels in both collaborative and independent work environments.
- Meticulous data tracking for fund performance and due diligence pipelines.
- Willingness to travel 10%–20% for manager onsite visits.
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.
Skills
- Financial modeling
- Analytical tools
- Problem-solving
- Written communication
- Verbal communication
- Data tracking
Location
- Onsite
Work Type
- Onsite
- Full-time
Experience Level
- 2-5 years
Education Level
- Bachelor's degree
- CFA or CAIA designations, or the pursuit thereof, encouraged
Salary/Compensations
- $121,000 - $159,500 USD per year
Benefits
- 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
- Volunteer days
About the Company
- 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, Corient combines the personal service and objectivity of a boutique with the scale and resources of a global institution.
- The 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, Corient delivers 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.
- Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc.
Equal Opportunity
- 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.