Associate, Data Analytics and Reporting

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.

Responsibilities

• Drive Enterprise Data Analytics and Reporting roadmap, aligning initiatives with company-wide strategy and objectives
• Provide strategic and operational insights backed by data to functional teams across the company
• Define requirements for analytics and reports as well as for data layer and any necessary source data that underpin them
• Collaborate with cross-functional teams to understand and prioritize data and reporting needs (e.g., business KPIs, client segmentations, financial reporting, forecasting)
• Lead data analysis projects, ensuring high-quality, relevant insights and reports
• Generate reports and dashboards to analyze/track business performance and support business decisions
• Ensure enterprise data quality through automated data audits and other mechanisms, following business requirements
• Maintain clear and comprehensive documentation of data standards (e.g., sources, models, pipelines, etc.)
• Follow best practices in data analytics/engineering, including version control, security, and change management procedures

Technical skillset requirements

• Demonstrated proficiency in a data analytics tooling (e.g., SQL, DBT, Python, Tableau, Excel)
• Ability to analyze structured/unstructured data and derive actionable insights
• Experience managing end-to-end analytics projects
• Ability to synthesize and present data insights in a way that drives decision-making
• Deep experience working with and joining disparate data sources
• Preferred - experience in applying advanced analytical approaches to deliver on key business objectives (e.g., forecasting, client segmentations, etc.)
• Preferred - data analytics or reporting-related experience with Databricks, Salesforce, Addepar, and/or Workday

Overarching capabilities

• Strong analytical, problem-solving, and critical thinking skills
• Comfort with ambiguity and proven ownership mindset
• Effective communication, both orally and in writing
• Strong attention to detail with a high degree of accuracy and consistency
• Ability to lead projects end-to-end, in a structured way, and with minimal supervision
• High standards of professionalism and confidentiality

Required qualifications

• Distinguished academic track record in quantitative discipline
• Minimum 1-3+ year work experience in data-related roles

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• This position may require the ability to lift up to 15 pounds.

• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• 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. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so yo