Research Associate, Financial Consultant, Financial Analyst

** 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.

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.

SBH seeks a Research Associate to assist with data production and analysis for equity and private market teams across the firm, primarily through the use and integration of Fact Set and Excel. The successful candidate will provide performance attribution, macro research, factor analytics, risk attribution, and other analysis of SBH strategies and client portfolios to various internal constituents. Private markets responsibilities will include manager research due diligence.

Responsibilities:
* Creates advanced analytical reports and models using
** deep technical knowledge of Fact Set**, including custom formula creation, screening tools, and API integration, alongside external data sources...
* 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
* Develops and maintains complex Fact Set models and dashboards tailored to portfolio analysis, performance attribution, and risk metrics across asset classes.
* Serves as an internal Fact Set expert, troubleshooting data issues, optimizing workflows, and training team members on advanced Fact Set functionalities.

Qualifications:

* Strong proficiency in Microsoft Excel and advanced technical experience with Fact Set, including familiarity with Fact Set formulas, screening, portfolio analysis tools, and Excel integration.
* Experience with Fact Set API or Fact Set’s proprietary coding tools (e.g., Fact Set Formula Language) is a strong plus.
* Undergraduate degree in economics, finance, accounting, statistics or math, with 1
- * Strong proficiency in Microsoft Excel and working experience with Fact Set
* 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.
* This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this…