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Investment Portfolio Architect
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-08-02
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Corient Services LLC is seeking an investment associate to join the Portfolio Construction team. You will analyze risk/return across managers, build diversified model portfolios and monitor exposures. You will develop quantitative models for decision-making and present recommendations to senior management and clients.
The role requires a Bachelor’s degree and 1 year of wealth-management experience, with strong Excel-based financial modeling. CFA exams passed are required.
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