Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
Tailor your resume to this Director, Alternative Investments role.
Rezi rewrites your resume against CI Financial's job description. Free.
Tailor your resume to this Director, Alternative Investments role.
Rezi rewrites your resume against CI Financial's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Director, Alternative Investments posting at CI Financial — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Director, Alternative Investments posting at CI Financial — free, in seconds.
About the Role
Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for those they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies. We are looking for talented and motivated individuals to join our team.
Responsibilities
- 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.
- 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.
- Monitor underlying investments and overall fund exposures, including performance, valuations, concentration, liquidity, asset allocation and other portfolio-level risks.
- 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.
- Develop and maintain analytical tools and reporting used to evaluate portfolio performance, liquidity, exposures, investment pacing, and regulatory tests.
- Partner with Legal, Compliance, Tax, Finance, Operations, administrators, auditors, sub-advisers and other service providers.
- Serve as a subject matter expert on CoRA and its underlying investments supporting wealth advisors and fund clients.
- Help develop and maintain investor communications, portfolio commentary, marketing collateral and educational materials.
- Contribute to broader Alternatives team initiatives and help identify opportunities to improve processes, analytics, reporting and overall management.
Requirements
- 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%.
- 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
- Private markets
- Alternative investments
- Registered funds
- Multi-asset portfolios
- Private equity
- Venture capital
- Private credit
- Real assets
- Analytical skills
- Financial modeling
- Written communication
- Verbal communication
Location
- Onsite
Work Type
- Onsite 4 days per week
Experience Level
- 5+ years of relevant investment experience
Education Level
- Bachelor’s degree in Finance, Economics, Business or related field
- CFA designation preferred
- CAIA designation preferred
Salary/Compensations
- $154,000-$209,000 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, 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.
- 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.
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.