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

Minimum Prior Work Experience Requirements

Minimum Special Requirements

Physical Requirements

U.S. Eligibility Requirements

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 :

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.