Investment Associate, Portfolio Construction

CI Financial•Menlo Park, CA

9d•$93,000 - $145,000•Hybrid

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 or foreign equivalent in Finance, Economics, Business Administration, or a related field and 1 year of experience in the position offered or related in the wealth management industry.
1 year of experience utilizing Excel for financial modeling, risk modeling and quantitative analysis.
1 year of experience applying knowledge of investment products and strategies across traditional and alternative asset classes including mutual funds, ETF’s, separately managed accounts, alternative investment structures, private funds, and individual securities.
1 year of experience managing risk on multi-asset portfolios including public equities, public fixed income, and private assets.
1 year of experience integrating private assets into broad asset allocation/pacing models, funding sources, and asset classification.
Must have passed all three exams towards CFA designation.

Responsibilities

Analyze the risk and return characteristics of various investment managers and strategies.
Build diversified and risk-controlled model portfolios across traditional and alternative asset classes.
Monitor portfolio characteristics, return attribution, risk exposures, and fund updates on a regular basis.
Utilize quantitative techniques and tools to assess portfolio characteristics, risk exposures, and historical performance.
Develop and maintain quantitative models to support investment decision-making.
Develop and maintain quantitative models to implement and manage alternative investment strategies over multiple fund cycles.
Draft memos and presentations for model portfolio recommendations and implementation guidelines.
Present analyses and conclusions to senior management and the investment committee.
Support client-facing teams on asset allocation, manager selection, and portfolio construction decisions.
Create and present investment proposals to advisors and clients.
Generate educational content on approved strategies and platform resources.
Stay informed on market trends, industry developments, and regulatory changes impacting investment managers and their strategies.
Collaborate with other members of the investment team and client service teams to support portfolio implementation and ensure alignment of investment strategies with client objectives.