Family Office Analyst

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

1d•$60,000 - $90,000•Hybrid

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.

Requirements

0-2 years work experience
Bachelor's degree, Business, Economics, or Finance major preferred but not required.
Excellent communication skills, both written and verbal, with the ability to convey complex ideas in a clear and concise manner.
Motivated person with the ability to work independently as well as a contributing member of the team
Strong analytical and problem-solving skills, with proficiency in data analysis tools and software.
Exceptional organization and time management skills
Advanced Proficiency in Microsoft Office Excel and PowerPoint
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

A bonus if proficiency in financial modelling.
a bonus if familiar with Tableau or PowerBI

Responsibilities

Create clear and compelling reports and presentations to communicate findings and recommendations to Family Office teams
Collect, clean, and analyze data to derive actionable insights that support strategic decision-making.
Responsible for all team time entry and reconciliation between Workday and Aderant
Ownership of day-to-day administrative tasks; i.e. time entry, mailings, and expense reports
Support management of project timelines, deliverables, and milestones, ensuring projects are completed on time and within budget.
Maintenance of Operating Rhythms: inclusive of notetaking, tracking action items and deadlines, and organizing file structures
Work collectively with the various stakeholders to implement initiatives determined by the project sponsor
Stay updated on the latest analytical tools, methodologies, and business trends to bring innovative solutions to Family Office Services