Trade Execution Specialist

Strategic Talent Acquisition Partner/Leader | Building High-Impact Teams in Tech, Wealth Management, Finance, Automotive & Hospitality Sectors

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.

As a key member of the Investment Team, you will support an investment platform consisting of both public and private market instruments. Your responsibilities will include executing trades, monitoring and rebalancing portfolios, and responding to ongoing portfolio cash needs. You will be responsible for reviewing the investment portfolios we construct for individuals and tailoring our investment discipline to suit each individual's needs across risk, return, tax efficiency and personal preferences.

You will support the delivery of customized client portfolio solutions to individuals that work with us already and analysis and investment proposals for individual considering our services. Most importantly, you will become a subject matter expert across multiple facets of the Firm’s investment solutions with the ability to support our wealth advisory teams.

Ideal Candidate Skills/Characteristics:

• Bachelor's degree from 4-year institution. Relevant business majors are preferred, but all will be considered.
• Excellent command of the written English language is NECESSARY.
• 1+ years relevant job experience.
• Strong knowledge of Microsoft Office and related business productivity tools.
• Relevant experience working with Tamarac, Red Black, iRebal or another trading platform, as well as Salesforce.
• Prior experience as an analyst or specialist within portfolio administration, trading, or operations required.
• Possess a passion for the capital markets, investing, and helping solve complex problems.
• A balance of strong analytical and interpersonal skills. Ability to work independently, performing and completing multiple tasks efficiently.

• 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.

• 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.

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by…