Investment Analyst

3 weeks ago


Houston, Texas, United States Corient Private Wealth LLC Full time
About Corient Private Wealth LLC

Corient Private Wealth LLC is a leading wealth management platform in the United States, serving over 10,000 clients and managing over $100 billion of assets across the country.

Job Title: Investment AnalystJob Summary

We are seeking a highly motivated and detail-oriented Investment Analyst to join our team. As an Investment Analyst, you will play a key role in supporting our Portfolio Management Team on investment-related projects, including client proposals and portfolio analysis.

Responsibilities
  1. Develop an understanding of the overall investment area with a focus on potential specialization.
  2. Support the Portfolio Management Team on investment-related projects, including client proposals and portfolio analysis.
  3. Become well-versed in our Portfolio Management and Investment systems.
  4. Track investment products, financial markets, and economic indicators, and discuss them proficiently.
  5. Utilize risk analysis and portfolio transition software.
Qualifications & Requirements

Bachelor's degree from an accredited university, preferably in Finance or Economics.

Becoming a Chartered Financial Analyst (CFA) designation is preferred.

Exceptional analytical skills.

Basic knowledge of financial modeling and risk analysis.

Ability to be organized, detail-oriented, and self-motivated, while balancing multiple priorities in a fast-paced environment.

Strong written, verbal, and interpersonal skills.

Physical requirements include the ability to work in an office environment with prolonged periods of sitting at a desk and working on a computer.

What We Offer
  • Flexible and hybrid work program.
  • 401(k) plan with employer matching.
  • Four medical plan options with generous subsidies.
  • Employer-paid dental, vision, life, and AD&D insurance.
  • Employer-paid short-term and long-term disability.
  • Paid maternity and parental leave.
  • Flexible spending accounts and health savings accounts.
  • Dependent care FSA.
  • Commuter and transit FSA.
  • Corporate discount program - Perkspot.
  • Training reimbursement.
  • Paid professional designations.
  • Giving back to the community - volunteer days.

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