Job Description

Summary:

This New York-based position will support due diligence for Corient’s Private Investment platform. This includes alternative investments across both Growth and Income-focused mandates for Corient’s new Vintage series program as well as other product areas within the platform (e.g., hedge funds).

Key Responsibilities:

• Conduct rigorous due diligence on new private investments for Corient’s alternatives platform. This includes in-person and remote meetings with fund managers and ensuring that all due diligence process requirements are fulfilled.
• Support Corient’s proprietary private investment vehicles, Corient Registered Alternatives Fund (CoRA) and Corient Private Access (CoPA).
• Work with Corient’s wealth advisory teams to support client service and business development efforts related to alternative investments.
• Serve as product expert for alternative investments and other related investment offerings.

Qualifications:

• Bachelor’s degree in Business, Economics, Finance, or a related field. CFA/CAIA/FRM designations a plus.
• 2-4 years of relevant experience as an investment analyst/banker/consultant in a private investment-related role.
• Strong analytical and problem-solving skills; proficient in analytical tools and applications.
• Exceptional communicator in both written and verbal formats.
• Strong organizational abilities, including data collection and documentation.
• Excels in both collaborative and independent work environments.
• Ability to manage multiple projects, deliver high-quality outcomes, and meet deadlines.
• Willingness to travel ~10-20%.

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.

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $90,000 to $120,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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