Jobs at Corient

Manage alternative investment portfolios, including portfolio construction, liquidity, exposure monitoring, underwriting, due diligence, and risk analysis across private equity, venture capital, private credit, and real assets. Oversee registered fund and RIC requirements, develop investment analytics and reporting, coordinate with legal, tax, finance, compliance, and external providers, and support advisors and clients through investment communications and education.

Reviews federal and state tax returns, work papers, notices, and client tax data for high-net-worth individuals, trusts, foundations, and flow-through entities. Supports tax planning, research, compliance, and third-party preparer coordination while managing assigned projects and client questions. The role requires strong income, gift, partnership, estate, and trust tax knowledge, along with accounting expertise, analytical ability, communication skills, and experience training staff.

Leads enterprise learning and development strategy, leadership programs, and the Analyst & Associate Training Program. Designs and facilitates learning experiences, manages stakeholders, vendors, logistics, budgets, communications, and measurement. Partners with HR and business leaders to align programs with organizational priorities, improve participant outcomes, and develop early-career and leadership talent. Requires strong facilitation, program management, executive presence, data analysis, and adult learning expertise.

Build and operate the firm's operational risk and control environment, including IT general controls, access and segregation-of-duty reviews, control testing, remediation, procedures, and reporting. Partner with Compliance, Finance, Operations, and IT on risk mitigation, strategic initiatives, acquisitions, and control implementation. Prepare dashboards and risk insights for senior leadership while supporting RCSA, SOX 404, SOC reporting, and control effectiveness activities.

Provides onsite and remote deskside support for end users by troubleshooting hardware, software, networking, and device issues. Installs, repairs, maintains, and upgrades workstations and peripherals; manages incidents and requests in ITSM systems; supports inventory and hardware shipping; escalates critical issues; and collaborates with other teams on complex problems. The role requires onsite work four days per week, occasional after-hours availability, and up to 10% travel.

Partners with Wealth Advisors to deliver comprehensive financial planning and investment recommendations for high-net-worth clients. Prepares analyses covering cash flow, retirement, tax, estate, insurance, education, charitable, and investment planning. Supports client meetings, manages follow-up, develops client relationships, collaborates with specialists, builds external advisor networks, mentors junior staff, and supports business development.

Welcomes and assists visitors, manages calls and visitor logs, supports meeting room AV and basic IT troubleshooting, coordinates deliveries and office access, assists with events and onboarding, and maintains reception and common areas to hospitality standards.

Leads high-volume, full-cycle accounts payable across multiple entities, including invoice review, supplier management, month-end close, reconciliations, payment controls, audit support, staff guidance, and process improvement. Analyzes aging and AP activity, resolves escalated issues, maintains documentation, supports automation and system enhancements, and collaborates with Accounting, Procurement, Treasury, Tax, and business stakeholders.

Serve as the estate planning and wealth transfer subject matter expert for high- and ultra-high-net-worth clients. Develop and communicate strategies involving trusts, tax planning, asset protection, charitable giving, family governance, and business succession. Partner with Wealth Advisors and external legal and tax professionals, support business development, train advisors, mentor planners, and contribute to the firm's wealth planning strategy and thought leadership.

Monitor and process equity and fixed-income trades, confirmations, settlements, corporate actions, cash deficiencies, and failed trades. Reconcile client cash and asset positions against custodian records, research exceptions, maintain transaction documentation, verify tax-lot and cost-basis settings, and provide activity reports. The role also supports traders, custodians, brokers, and client service teams while ensuring accurate, compliant transaction processing.

Conduct due diligence and investment analysis on venture capital and growth equity funds, managers, companies, and markets. Evaluate opportunities, analyze fund performance and portfolio construction, prepare investment memos and presentations, participate in manager and entrepreneur meetings, monitor existing investments, track venture ecosystem trends, and support portfolio analytics and reporting.

Collect and analyze client financial data, prepare visuals and preliminary financial plans, support wealth strategists with tax, estate, insurance, gifting and college planning, monitor and rebalance portfolios, handle operations (wires, journals, account openings), conduct investment research, manage CRM workflows, and support the Wealth Planning Team in delivering comprehensive plans for high- and ultra-high-net-worth clients.

Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, developing planning templates, researching planning topics, and managing client documents. The intern also contributes to departmental initiatives and maintains professional, confidential relationships with clients and colleagues. The role requires strong organization, communication, analytical ability, attention to detail, and familiarity with financial planning, investment, insurance, estate planning, and tax concepts.

Supports wealth advisors and planning teams serving high-net-worth clients. Responsibilities include preparing financial plans, investment reports, tax and estate analyses, gathering client data, researching projections, documenting meetings, coordinating client service execution, and identifying client observations. The associate works under close supervision, supports client relationships, attends networking events, and develops financial planning and investment expertise while pursuing CFP credentials.

Prepare and review individual, trust, estate, gift, foundation, and business tax returns. Research tax laws, support tax planning and compliance, respond to tax notices, analyze client financial data, maintain organized tax files, and ensure accurate, timely work. The role also involves client service, tax software use, and staying current on legislation.

Assist in managing multi-asset private markets portfolios, including private equity, venture capital, private credit, and real assets. Support fund and co-investment activities, portfolio risk modeling, stress testing, performance tracking, due diligence, and data management. Develop expertise in alternative investment strategies, create educational and marketing materials, and support wealth advisory teams with platform navigation and investment-related questions.

Manage full-cycle recruiting for varied functions and levels, from intake and sourcing through offers and closing. Partner with hiring managers, build talent pipelines, engage passive candidates, deliver strong candidate experiences, and use recruiting metrics and market insights to guide searches. The role also supports process improvements and adoption of AI-enabled recruiting tools.

Leads Corient’s national insurance and risk management offering for high- and ultra-high-net-worth clients. Responsibilities include developing insurance and PPLI strategies, advising wealth professionals, managing provider partnerships, establishing operational standards, supporting complex client opportunities, and driving advisor adoption. The role requires deep expertise in life insurance, advanced estate planning, wealth transfer, taxation, and private wealth management, along with executive leadership and relationship-management skills.

Manage and rebalance client investment portfolios, address cash and liquidity needs, execute tax-loss harvesting, and build trades aligned with investment strategies and client objectives. Collaborate with advisors, third-party managers, and investment teams while using portfolio management software. Support portfolio transitions, strategy mapping, asset allocation, and trade order preparation within capital-gain constraints.

Manage and rebalance client investment portfolios, address liquidity needs, harvest tax losses, and prepare trades within capital-gain budgets. Work with advisors, third-party managers, and investment teams to map portfolios to centralized strategies. Support portfolio construction across asset classes, review strategy-driven orders, use portfolio management software, and help transition legacy processes to centralized portfolio management and trading solutions.