Analyst, Finance Strategic Initiatives

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.

Key Responsibilities

Data Analysis & Strategic Projects

• Conduct quantitative and qualitative analyses to inform decision-making, including financial modeling, variance and scenario analysis, and business case development
• Support high-priority strategic initiatives across Finance, M&A, and Integration by structuring problems into clear frameworks and developing actionable recommendations
• Prepare executive-level materials, including presentations, summaries, and briefing documents
• Create visualizations, reports, and dashboards to effectively communicate insights and partner with senior team to present them
• Organize and maintain key materials and documentation for internal stakeholders in a structured and clear way

Integration & Cross-Functional Collaboration

• Partner with cross-functional stakeholders (FP&A, Accounting, HR, Operations, Technology, Solutions) to support integration execution
• Assist in identifying value creation opportunities and tracking synergies, including cost efficiencies and operating model improvements
• Support Finance integration activities across geographies, including monitoring milestones, risks, and dependencies and highlighting key issues

Operating Model Improvement

• Support the continuous improvement of processes, tools, and operating models for the Finance function
• Identify risks, bottlenecks, and areas for improvement, and proactively highlight and address key issues
• Develop and maintain project plans and materials to support execution and ensure alignment across stakeholders
• Support the evolution of pricing guidelines, collaborating closely with business and client-facing teams
• Analyze pricing data and identify opportunities with direct P&L impact
• Collaborate with business stakeholders and technology teams (e.g., Salesforce) to streamline processes

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Engineering, or a related field
• 1–3 years of experience in management consulting, corporate strategy, finance, or a similar analytical role
• Advanced proficiency in Microsoft Excel, Tableau, financial modeling, and data analysis tools
• Advanced proficiency in PowerPoint, with experience creating executive-level presentations
• Strong organizational and project management skills, with the ability to manage multiple workstreams simultaneously
• Exceptional communication skills and ability to analyze complex data and make strategic recommendations based on findings
• High attention to detail, problem-solving skills, and ability to work under tight deadlines
• Experience in wealth management, financial services, or professional services is 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

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 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.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching 

• Four Medical Plan options that is generously subsidized by Corient

• Employer paid Dental, Vision & Life and AD&D Insurance 

• Employer paid Short-term & Long-term Disability  

• Paid Maternity & Parental Leave 

• Flexible Spending Accounts & Health Savings Accounts

• Dependent Care FSA 

• Commuter & Transit FSA 

• Corporate Discount Program - Perkspot 

• Training Reimbursement  

• Paid Professional Designations  

• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.