Analyst, Portfolio Implementation

CI Financial • Dallas, TX

1d • Hybrid

About The Position

The Analyst, Portfolio Implementation supports Corient’s centralized portfolio management and trading operations. The role develops expertise in the firm’s investment strategies and centralized Portfolio Management System, and works with investment teams, local advisors, third-party managers, and trade execution teams to implement client portfolios. The analyst helps map clients’ existing portfolios and objectives to Corient strategies, manage portfolio transitions, and maintain alignment with investment objectives and tax considerations.

The position is required to work onsite four days per week in an office environment. The work may involve prolonged periods sitting at a desk and using a computer, and may require lifting up to 15 pounds. Corient seeks to provide reasonable accommodations where possible.

Requirements

• Bachelor’s degree from an accredited university; 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, including asset location and tax-loss harvesting.
• Ability to be 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 old.
• Must have unrestricted work authorization in the United States; Corient states that it hires U.S. citizens or permanent residents for U.S. employment opportunities, with exceptions determined based on shortages of qualified candidates.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating 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.
• Bachelor’s degree in Finance.

Responsibilities

• Develop an understanding of Corient’s investment strategies through frequent interaction 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 them to Corient strategies.
• Suggest trades to advisors that support movement 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 in 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