Research Associate

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.

Essential Duties and Responsibilities:

• Creates analytical reports and models using data from FactSet and external sources while frequently utilizing the Microsoft office suite to build reports across various strategies, sectors, factors, and asset classes

• Responsible for collecting, maintaining, automating, and monitoring various datasets, models, and internal processes

• Participate in meetings with investment managers to gather information and insights in the private markets space

• Draft investment memorandums on fund investments and co-investments to support investment decision-making process

• Responds to special requests and projects from other departments, will often be collaborating with cross-functional teams including sales, marketing, and various investment teams in asset management

• Awareness of market trends and investment opportunities through continuous market research and analysis

Qualifications:

• Undergraduate degree in economics, finance, accounting, statistics or math, with 1-3yrs of experience in the financial services industry

• Strong proficiency in Microsoft Excel and working experience with FactSet

• Strong interest in investing and working for a buy-side firm

• Excellent quantitative and analytical skills

• Demonstrated ability to work well within a team, and with multiple customer constituents

• Proactive, detail-oriented approach with strong ability to prioritize tasks and projects to meet deadlines

• Effective written and verbal communication skills

• Progress toward CFA (Chartered Financial Analyst) a plus

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 Illinois. The pay range for this position is $95,000-116,000 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.

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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

• 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 au