Analyst, Portfolio Implementation

CI Financial • Wayne, PA

1d • Hybrid

About The Position

The Analyst, Portfolio Implementation develops expertise in Corient’s investment strategies and centralized Portfolio Management System. The role supports portfolio rebalancing, cash and liquidity management, tax-loss harvesting, and work with third-party managers through separately managed accounts. The analyst collaborates with local advisors to understand clients’ objectives, risk tolerance, and current portfolios, then helps map those portfolios to Corient strategies and proposes trades within capital-gain budgets. The position also contributes to portfolio allocation across equities, fixed income, and alternatives, supports the transition to centralized portfolio management and trading, and builds orders when the Investment Team recommends strategy trades.

The position works onsite four days per week in an office environment. It may involve prolonged sitting and computer use, and may require lifting up to 15 pounds. Corient states that it will consider reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

Requirements

• Bachelor’s degree from an accredited university; Finance 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 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 of age.
• Must have unrestricted work authorization to work in the United States; the posting states that Corient 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.
• Finance degree.

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 via separately managed accounts.
• Work with local advisors to understand clients’ objectives, risk tolerance, and existing investment portfolios, and map them to Corient strategies.
• Suggest trades to advisors that align with the mapped strategy and stay 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’ overall 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.
• 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