Investment Analyst
5 days ago
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 SummaryWe are seeking a highly motivated and detail-oriented Investment Analyst to join our team. As an Investment Analyst, you will play a critical role in supporting our Portfolio Management team on investment-related projects, including client proposals and portfolio analysis.
Key Responsibilities- Develop a deep understanding of the investment area, with a focus on potential specialization.
- Support the Portfolio Management team on investment-related projects, including client proposals and portfolio analysis.
- Become proficient in our Portfolio Management and Investment systems.
- Stay up-to-date on investment products, financial markets, and economic indicators, and be able to discuss them effectively.
- Utilize risk analysis and portfolio transition software to support investment decisions.
- Bachelor's degree from an accredited university, preferably in Finance or Economics.
- Beginning process of obtaining the Chartered Financial Analyst (CFA) designation is preferred.
- Exceptional analytical skills, with the ability to analyze complex data and make informed decisions.
- Basic knowledge of financial modeling and risk analysis.
- Ability to be organized, detail-oriented, and self-motivated, with a strong work ethic and ability to balance multiple priorities in a fast-paced environment.
- Strong written, verbal, and interpersonal skills, with the ability to communicate effectively with clients and colleagues.
- A competitive salary and benefits package, including a 401(k) plan with employer matching.
- A flexible and hybrid work program, with opportunities for remote work and flexible scheduling.
- A comprehensive medical plan, with generous subsidies and a range of options to choose from.
- Employer-paid dental, vision, and life insurance, as well as short-term and long-term disability insurance.
- Paid maternity and parental leave, as well as flexible spending accounts and health savings accounts.
- Commuter and transit FSA, as well as a corporate discount program and training reimbursement.
- Paid professional designations, and opportunities for professional growth and development.
At Corient Private Wealth LLC, we are committed to creating a safe, healthy, and respectful work environment that values the contributions of all employees. We are an equal opportunity employer, and we welcome applications from diverse candidates who share our values and are passionate about delivering exceptional results.
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