Private Markets, Investment Associate
About The Position
The Investment Associate will conduct due diligence and ongoing monitoring of private investments for Corient’s alternatives platform, with a focus on real assets, including real estate, infrastructure, and natural resources. The role involves evaluating investment managers and strategies, conducting operational and investment reviews, preparing investment memos and underwriting documentation, and tracking manager performance. The associate will also support wealth advisory teams and clients with platform questions, educational materials, and information about real asset market trends. This role requires onsite work four days per week and travel of 10%–20% for manager visits.
Requirements
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Strong analytical, financial modeling, and problem-solving skills; proficiency with analytical tools and applications.
- Exceptional written and verbal communication skills and ability to work collaboratively and independently.
- Meticulous data tracking for fund performance and due diligence pipelines.
- Willingness to travel 10%–20% for manager onsite visits.
- Must be at least 18 years old and have unrestricted U.S. work authorization; Corient hires U.S. citizens or permanent residents, with stated exceptions based on candidate availability.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations related to non-solicitation, confidentiality, and non-disclosure.
Nice To Haves
- CFA or CAIA designation, or pursuit of either designation.
- 2–5 years of experience in private markets or alternative investments, or experience in real estate, infrastructure, or natural resources.
Responsibilities
- Conduct due diligence on private investments for Corient’s alternatives platform, focusing on real assets.
- Analyze core, core+, value-add, opportunistic, and niche-sector investment managers across real estate, infrastructure, and natural resources.
- Conduct manager meetings and rigorous remote and in-person operational and investment reviews.
- Write investment memos and produce comprehensive risk-return profiles and underwriting documentation.
- Monitor the platform on an ongoing basis, track manager performance, and maintain a monitoring database.
- Create marketing collateral and educational materials for platform investments.
- Assist wealth advisory teams with navigating the Corient platform and answering technical queries.
- Communicate real asset market trends.
Benefits
- 401(k) plan with employer matching
- Four medical plan options subsidized by Corient
- Employer-paid dental, vision, life, and AD&D insurance
- Employer-paid short-term and long-term disability insurance
- Paid maternity and parental leave
- Flexible spending accounts and health savings accounts
- Dependent care FSA
- Commuter and transit FSA
- Corporate discount program
- Training reimbursement
- Paid professional designations
- Volunteer days
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
