Corient · 2 months ago
Investment Associate, Manager Research
Houston, TX
Full-time
Onsite
Mid Level
3+ years expCorient is a rapidly growing wealth management platform in the United States, focused on helping high- and ultra-high-net-worth individuals preserve their wealth. The Investment Associate will evaluate and select investment managers, conduct due diligence, and provide recommendations to support investment decision-making.
AdviceConsultingWealth Management
No H1B
Responsibilities
Manager Due Diligence: Conduct comprehensive research on investment managers, including analyzing historical performance, investment processes, risk management practices, and organizational structure
Quantitative Analysis: Utilize Morningstar Direct to assess manager performance, risk-adjusted returns, and portfolio characteristics. Develop and maintain quantitative models to support investment decision-making
Qualitative Analysis: Evaluate qualitative factors such as manager experience, team dynamics, and investment philosophy to assess suitability for inclusion in investment portfolios
Investment Recommendations: Prepare written investment recommendations based on due diligence findings, presenting key insights and conclusions to senior management and investment committees
Client Engagement: Support client-facing teams by providing insights on manager selection and portfolio construction
Market Research: Stay informed on market trends, industry developments, and regulatory changes impacting investment managers and their strategies
Collaboration: Work closely with other members of the Manager Research Team, as well as colleagues in Asset Allocation, and portfolio strategy teams to ensure alignment of investment strategies with client objectives
Qualification
Required
Bachelor's degree in Finance, Economics, or related field
CFA strongly preferred
3+ years of experience in investment research, due diligence, or related field
Demonstrate a profound understanding of mutual funds, ETFs and SMAs
Strong analytical skills with proficiency in quantitative analysis and financial modeling
Excellent written and verbal communication skills, with the ability to distill complex concepts into clear, concise recommendations
Detail-oriented with a rigorous approach to research and analysis
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
Team player with a collaborative mindset and a commitment to excellence
Must be 18 years of age or older
Must have unrestricted work authorization to work in the United States
Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement
Benefits
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
Company
Corient
Corient offers wealth management and consulting services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Nimesh Patel
Partner, Chief Technology Officer
Andrew Walsh, CPA, CFP®, CTFA
Manager of Personal CFO Services
Recent News
2025-10-03
2025-09-29
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