Analyst, Portfolio Implementation

Corient • Dallas, TX

5d • Hybrid

About The Position

The Analyst, Portfolio Implementation supports Corient’s centralized portfolio management and trading operations. The role develops expertise in Corient’s investment strategies and Portfolio Management System while working with the central investment team, local advisors, and third-party managers. The analyst helps align client portfolios with Corient strategies, manage liquidity and tax considerations, prepare orders, and support the transition from legacy processes to centralized portfolio management and trading. The position requires working onsite four days per week in an office environment.

Requirements

• Bachelor’s degree from an accredited university; a degree in Finance is preferred.
• At least 2 years of relevant work experience.
• Exceptional analytical skills.
• Demonstrated knowledge of portfolio construction and tax-efficient portfolio management strategies, such as asset location and tax-loss harvesting.
• Ability to stay organized, detail-oriented, and self-motivated while balancing multiple priorities in a fast-paced environment.
• Strong written, verbal, and interpersonal skills.
• Must be at least 18 years of age.
• Must have unrestricted work authorization to work in the United States; for U.S. employment opportunities, Corient hires U.S. citizens or permanent residents, subject to stated exceptions.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which includes post-employment obligations related to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

• Working knowledge of portfolio management or rebalancer software such as Tamarac, Vestmark, Orion Eclipse, RedBlack, or Charles River.

Responsibilities

• Develop an 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 and liquidity needs, and harvest losses in taxable accounts.
• Work with third-party managers through separately managed accounts.
• Work with local advisors to understand clients’ objectives, risk tolerance, and existing portfolios, and map portfolios into Corient strategies.
• Suggest trades to advisors that support moving portfolios to mapped strategies while staying within capital gain budgets.
• Enter orders into the Portfolio Management System for execution by the Trade Execution team.
• Contribute to optimal portfolio allocation across equities, fixed income, and alternatives in alignment with clients’ investment objectives.
• Assist with transitioning legacy processes to a centralized portfolio management and trading solution.
• Review portfolios and build orders when the Investment Team suggests strategy trades.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options, generously subsidized by Corient.
• Employer-paid dental, vision, life, and AD&D insurance.
• Employer-paid short-term and long-term disability insurance.
• Paid maternity and parental leave.
• Flexible Spending Accounts and Health Savings Accounts.
• Dependent Care FSA.
• Commuter and Transit FSA.
• Corporate discount program through Perkspot.
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level