Associate, Alternatives Strategy

Corient•San Francisco, CA

22h•$120,000 - $160,000•Onsite

About The Position

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.

Requirements

Bachelor’s degree in Business, Finance, Economics, or related field
2+ years of experience in top management consulting, investment banking, corporate strategy, or a related field.
Exceptional conceptual problem-solving skills with strong attention to details
Aptitude to work with quantitative and qualitative data and drive outputs (PowerPoint, modeling, analytical and presentation-building proficiency)
Excellent verbal and written communication skills with strong attention to details
Ability to multi-task, prioritize, and work both independently and within teams
Ability to thrive in a fast-paced, evolving environment and collaborate in an entrepreneurial environment
Excellent work ethic
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

MBA or advanced degree a plus.
Statistics and data analysis background preferred

Responsibilities

Alternatives Adoption: Help drive adoption of Corient's alternatives funds by coordinating across due diligence, operations, marketing, portfolio, and advisory teams to ensure funds are launched in a timely manner and in response to client demand.
Infrastructure & Reporting: Build and maintain scalable reporting infrastructure and data pipelines that enable accurate, consistent tracking of key metrics across the alternatives platform.
Data Analysis: Monitor key business metrics to assess progress against objectives, identify emerging issues, and develop actionable solutions that keep initiatives on track.
Strategic Planning: Partner with business leaders to design and implement strategies that advance Corient's alternatives platform, supporting growth, efficiency, and long-term innovation.
Stakeholder Management: Build and maintain relationships across teams and functions, ensuring clear communication and alignment on priorities, goals, and deliverables.
Executive Presentations: Develop high-quality materials and presentations for senior leadership, translating complex data and ideas into clear, compelling narratives.
Project Management: Track project milestones across fund launches and strategic initiatives, proactively identify risks, and drive accountability to deliver results on time and within scope.