Director, Alternative Investments

CI Financial•US-NY-Midtown-101 Park Ave-3100, NY

3d•$154,000 - $209,000•Hybrid

About The Position

Corient is hiring a Director, Alternative Investments to support the day-to-day management and development of CoRA and the broader Alternatives platform. The role covers portfolio construction, investment pacing, liquidity management, exposure monitoring, private-market investment underwriting, fund oversight, portfolio analytics, and client and advisor support. The Director will work with internal teams and external service providers, and help develop investor communications and improve investment processes, analytics, and reporting. The position is required to work onsite four days per week and may involve travel of approximately 10%–20%.

Requirements

Bachelor’s degree in Finance, Economics, Business, or a related field.
At least 5 years of relevant investment experience.
Experience evaluating private-market investments and the ability to assess investment opportunities, managers, structures, risks, and returns independently.
Working knowledge of private equity, venture capital, private credit, and/or real assets.
Strong analytical and financial modeling skills, including the ability to work with complex portfolio and investment data.
Strong written and verbal communication skills, including the ability to explain complex investment concepts to wealth advisors and sophisticated clients.
Highly organized and detail-oriented, with the ability to manage multiple workstreams and work independently in a fast-paced environment.
Sound judgment and ability to take ownership of unfamiliar or complex assignments with limited supervision.
Willingness to travel approximately 10%–20%.
Must be at least 18 years old and 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, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

An advanced degree.
CFA and/or CAIA designation.
Experience involving private markets, alternative investments, registered funds, or multi-asset portfolios.
Experience across multiple alternative asset classes.

Responsibilities

Work with Alternatives team leadership on day-to-day CoRA management, including portfolio construction, investment pacing, liquidity management, exposure monitoring, and portfolio analysis.
Lead and support due diligence and underwriting of private-market investments, including fund commitments, secondary investments, direct and co-investment transactions, and registered and private investment vehicles.
Monitor underlying investments and fund exposures, including performance, valuations, concentration, liquidity, asset allocation, and portfolio-level risks.
Develop expertise in registered alternatives fund operating and regulatory requirements, and work with partners to monitor Investment Company Act of 1940, Subchapter M/RIC tax, SEC, valuation, financial reporting, and audit requirements.
Develop and maintain analytical tools and reporting for portfolio performance, liquidity, exposures, investment pacing, and regulatory tests.
Coordinate with Legal, Compliance, Tax, Finance, Operations, administrators, auditors, sub-advisers, and other service providers.
Serve as a subject matter expert on CoRA and its underlying investments, supporting wealth advisors and fund clients.
Help develop and maintain investor communications, portfolio commentary, marketing collateral, and educational materials.
Contribute to Alternatives team initiatives and identify opportunities to improve processes, analytics, reporting, and overall management.