Trade Execution Specialist I

CI Financial•Morristown, NJ

18h•$26 - $38•Onsite

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. As a key member of the Investment Team, you will support an investment platform consisting of both public and private market instruments. You will be responsible for reviewing the investment portfolios we construct for individuals and tailoring our investment discipline to suit each individual's needs across risk, return, tax efficiency and personal preferences. You will support the delivery of customized client portfolio solutions to individuals that work with us already and analysis and investment proposals for individual considering our services. Most importantly, you will become a subject matter expert across multiple facets of the Firm’s investment solutions with the ability to support our wealth advisory teams. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.

Requirements

Bachelor's degree from 4-year institution. Relevant business majors are preferred, but all will be considered.
Excellent command of the written English language is NECESSARY.
1+ years relevant job experience.
Strong knowledge of Microsoft Office and related business productivity tools.
Prior experience as an analyst or specialist within portfolio administration, trading, or operations required.
Possess a passion for the capital markets, investing, and helping solve complex problems.
A balance of strong analytical and interpersonal skills.
Ability to work independently, performing and completing multiple tasks efficiently.
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

Relevant experience working with Tamarac, RedBlack, iRebal or another trading platform, as well as Salesforce.

Responsibilities

executing trades
monitoring and rebalancing portfolios
responding to ongoing portfolio cash needs
reviewing the investment portfolios we construct for individuals and tailoring our investment discipline to suit each individual's needs across risk, return, tax efficiency and personal preferences
supporting the delivery of customized client portfolio solutions to individuals that work with us already and analysis and investment proposals for individual considering our services
becoming a subject matter expert across multiple facets of the Firm’s investment solutions with the ability to support our wealth advisory teams