Associate, Alternatives Data & Strategy

CI Financial•New York, NY

1d•$90,000 - $120,000•Onsite

About The Position

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Location: New York, NY Role Summary As an Associate in Alternatives Data & Strategy, you will play a key role in managing and enhancing the firm’s Alternatives (Alts) data ecosystem. You will lead data initiatives related to private investments, ensuring data quality, consistency, and accessibility across platforms and teams. This role is ideal for someone who thrives in a data-driven environment and is passionate about improving business outcomes through analytics and reporting.

Requirements

Proficiency in data analytics tools such as SQL, DBT, Python, Tableau, and Excel
Experience working with structured and unstructured data, especially in financial services or investment contexts
Ability to manage end-to-end analytics projects, from requirements gathering to delivery
Strong data visualization and storytelling skills to support decision-making
Experience working with disparate data sources and ensuring data integrity
Bachelor’s degree in a quantitative discipline (e.g., Finance, Economics, Statistics, Computer Science).
1–3+ years of experience in data analytics, reporting, or investment operations roles, with a preference in Wealth or Asset Management.

Nice To Haves

Experience with investment data, especially Alternatives (e.g., private equity, hedge funds, real assets)
Familiarity with Databricks, Salesforce, Addepar, and/or iCapital platforms

Responsibilities

Lead Alts Data Initiatives: Project manage data integration efforts with GLASFunds and other third-party providers to streamline and enhance Alternatives data flows.
Maintain Alts Dashboards: Track and report on commitments and NAVs across Alternative Investments platforms and funds.
Ensure Data Quality: Conduct regular audits and collaborate with local offices to validate and improve the accuracy and completeness of Alternatives data.
Support Integrations: Assist in the design and implementation of new data integrations to support the evolving needs of the Alternatives platform.
Drive Reporting Excellence: Develop and maintain dashboards and reports that provide actionable insights into Alternatives investments and performance.
Collaborate Cross-Functionally: Partner with investment, operations, and technology teams to align data initiatives with business goals.
Document Data Standards: Maintain clear documentation of data sources, models, and pipelines related to Alternatives reporting.