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Analyst, Alternatives Investments

Analyst, Alternatives Investments

CI Financial Corp.Chicago, IL, US
30+ days ago
Job type
  • Permanent
Job description

Description

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.

This Chicago-based position will support due diligence for Corient’s Private Investment platform. This includes alternative investments across both Growth and Income-focused mandates for Corient’s new Vintage series program as well as other product areas within the platform (e.g., hedge funds).

Key Responsibilities :

  • Conduct rigorous due diligence on new private investments for Corient’s alternatives platform. This includes in-person and remote meetings with fund managers and ensuring that all due diligence process requirements are fulfilled.
  • Support Corient’s proprietary private investment vehicles, Corient Registered Alternatives Fund (CoRA) and Corient Private Access (CoPA).
  • Work with Corient’s wealth advisory teams to support client service and business development efforts related to alternative investments.
  • Serve as product expert for alternative investments and other related investment offerings.

Qualifications :

  • Bachelor’s degree in Business, Economics, Finance, or a related field.  CFA / CAIA / FRM designations a plus.
  • 2-4 years of relevant experience as an investment analyst / banker / consultant in a private investment-related role.
  • Strong analytical and problem-solving skills; proficient in analytical tools and applications.
  • Exceptional communicator in both written and verbal formats.
  • Strong organizational abilities, including data collection and documentation.
  • Excels in both collaborative and independent work environments.
  • Ability to manage multiple projects, deliver high-quality outcomes, and meet deadlines.
  • Willingness to travel ~10-20%.
  • 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.

    This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $80,000 to $105,000 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 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 you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • 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

    Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :

  • 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 an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

    Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

    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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