Analyst, Portfolio Implementation

Corient • Wayne, PA

5d • Onsite

About The Position

The Analyst, Portfolio Implementation supports Corient’s centralized portfolio management and trading processes. The role works with the central investment team, local advisors, and third-party managers to map client portfolios to Corient investment strategies, manage portfolio transitions, and help ensure portfolios align with client objectives, risk tolerance, liquidity needs, and tax considerations. The position requires onsite work four days per week in an office environment. The role may include prolonged periods of sitting and computer use, and may require lifting up to 15 pounds.

Requirements

• Bachelor’s degree from an accredited university; preferably in Finance.
• 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 of age.
• Must have unrestricted U.S. work authorization; Corient states that U.S. employment opportunities are for U.S. citizens or permanent residents, with exceptions determined based on shortages of qualified candidates with a particular skill.
• Must provide proof of work authorization and 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 client objectives, risk tolerance, and existing investment portfolios, and map portfolios into 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 allocations 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