Associate, Alternative Investments

CI Financial • New York, NY

2d • $121,000 - $159,500 • Hybrid

About The Position

The Associate, Alternative Investments will support the Alts team leadership in managing a multi-asset private markets portfolio. The role includes investing in funds and co-investments across private equity, venture capital, private credit, and real assets; performing portfolio risk modeling and stress testing; developing expertise in the investment strategy; and creating marketing and educational materials. The associate will also support wealth advisory teams using Corient’s alternatives platform and respond to inbound questions and data requests.

The position is required to work onsite four days per week and may require travel of 10%–20%. It is an exempt position paid according to New York State law, with an annual pay range of $121,000–$159,500. The role may include prolonged sitting and computer work and may require lifting up to 15 pounds.

Requirements

• Bachelor’s degree in finance, economics, business, or a related field.
• 1–4 years of experience in alternative assets.
• Strong analytical, financial modeling, and problem-solving skills.
• Proficiency in analytical tools and applications.
• Exceptional written and verbal communication skills.
• Ability to excel in collaborative and independent work environments.
• Willingness to travel 10%–20%.
• Must be at least 18 years old.
• Must have unrestricted U.S. work authorization; Corient hires U.S. citizens or permanent residents for U.S. opportunities, subject to stated exceptions.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

Nice To Haves

• CFA or CAIA designation.

Responsibilities

• Assist Alts team leadership in managing a multi-asset private markets portfolio.
• Invest in funds and co-investments across private equity, venture capital, private credit, and real assets.
• Perform portfolio risk management modeling and stress testing.
• Become a subject matter expert on the strategy.
• Create marketing collateral and educational materials.
• Help wealth advisory teams navigate the Corient alternatives platform and answer inbound questions and data requests.
• Track fund performance and due diligence pipelines meticulously.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options 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.
• Community volunteer days.

What This Job Offers

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