Analyst, Fixed Income/Portfolio Management
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
- Directly supporting the group Partner in managing close to $2b AUM.
- Maintain all in-house models & respective trading groups.
- Process model changes for internal fixed income strategies.
- Process trade tickets for daily investment, withdrawals & reallocation needs.
- Maintain cash flows for trading.
- Execute Fixed Income trades.
- Daily monitoring of cash flows and data integrity in client accounts.
- Assist with system maintenance and have a strong understanding of firm data flow.
- Monitor client advisor communication and take appropriate action for trading halts, restrictions, and overall account maintenance.
- Communicate daily with Operations, Reporting and Compliance teams.
- Complete ad hoc projects for portfolio managers.
- Work to identify any firm risk and to process errors.
- Work internally and externally on problem resolution and help streamline processes.
- Monitor corporate actions and confirm client accounts accurately reflect any changes.
- On a quarterly basis, assist in composites reporting.
Qualifications
- 3+ years of working knowledge of Fixed Income securities.
- Strong work ethic, high attention to detail, dependable to complete tasks, and a responsible team player.
- Proactive, positive attitude and problem-solving skills.
- Strong organizational/administrative skills and project oriented.
- Strong working knowledge of Bloomberg, and electronic trading platforms like MarketAxess.
- Proficiency with Advent – APX, Moxy, CTM and TradeSuite - highly preferred.
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
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.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us
- Flexible & Hybrid Work Program
- 401(k) Plan with Employer Matching
- Four Medical Plan options that is generously subsidized by Corient
- Employer paid Dental, Vision & Life and AD&D Insurance
- Employer paid Short-term & Long-term Disability
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Dependent Care FSA
- Commuter & Transit FSA
- Corporate Discount Program - Perkspot
- Training Reimbursement
- Paid Professional Designations
- Giving back to the community - Volunteer days
Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
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