Investment Associate, Manager Research

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.

Location: Houston, TX

Overview

As an investment associate within the Manager Research Team, the candidate will play a critical role in evaluating and selecting investment managers across various asset classes. The candidate will conduct thorough due diligence on investment strategies, assess manager performance, and provide recommendations to support investment decision-making.

Responsibilities

• Manager Due Diligence: Conduct comprehensive research on investment managers, including analyzing historical performance, investment processes, risk management practices, and organizational structure.
• Quantitative Analysis: Utilize Morningstar Direct to assess manager performance, risk-adjusted returns, and portfolio characteristics. Develop and maintain quantitative models to support investment decision-making.
• Qualitative Analysis: Evaluate qualitative factors such as manager experience, team dynamics, and investment philosophy to assess suitability for inclusion in investment portfolios.
• Investment Recommendations: Prepare written investment recommendations based on due diligence findings, presenting key insights and conclusions to senior management and investment committees.
• Client Engagement: Support client-facing teams by providing insights on manager selection and portfolio construction.
• Market Research: Stay informed on market trends, industry developments, and regulatory changes impacting investment managers and their strategies.
• Collaboration: Work closely with other members of the Manager Research Team, as well as colleagues in Asset Allocation, and portfolio strategy teams to ensure alignment of investment strategies with client objectives.

Minimum Educational Requirements

• Bachelor's degree in Finance, Economics, or related field. CFA strongly preferred.

Minimum Prior Work Experience Requirements

• 3+ years of experience in investment research, due diligence, or related field.

Minimum Special Requirements

• Demonstrate a profound understanding of mutual funds, ETFs and SMAs
• Strong analytical skills with proficiency in quantitative analysis and financial modeling.
• Excellent written and verbal communication skills, with the ability to distill complex concepts into clear, concise recommendations.
• Detail-oriented with a rigorous approach to research and analysis.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Team player with a collaborative mindset and a commitment to excellence.

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 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 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.

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.