Private Markets, Investment Associate

## Private Markets, Investment Associate Apply:
US-NY-Midtown-101 Park Ave-3100:
Full time:
Posted Yesterday:
JR6367
** 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.
** Responsibilities
* ** Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
* Completes financial plans, investment reports, tax and estate analysis as requested
* Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
* Data and information gathering
* Brings forth observations to Lead Advisors regarding clients
* Limited oversight on simple projects and plans
* Observing and learning complex planning
* Attends networking events and begins to build relationships in the community and with COI peers
** Qualifications & Requirements
*** Basic level knowledge of financial planning, investment, and client relationship skills
* Seeks to learn and develop skills
* Research and Input data related to financial projections and investment analysis
* Supports client service teams to ensure client experience exceeds expectations
* Works to develop the essential communication, technical and social skills to support the client relationships
* Works under close supervision and guidance with narrowly defined limits of authority
* Attends networking events and begins to build relationships in the community
* Bachelors' degree in related field and working towards obtaining CFP credentials
* Typically, 0-3 years’ experience  
* 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.
* ** Pay Information
** This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $121,000 - $159,500 USD per year.
* We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position.

Salary offers are determined based on final candidate qualifications and experience.
* ** 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…