Corient · 6 days ago
Data & Reporting Specialist II
Chicago, IL
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $85K/yr
0+ years expCorient is a wealth management platform that helps high- and ultra-high-net-worth individuals and families preserve their wealth for future generations. The Data & Reporting Specialist II supports operational functions through portfolio analysis, account reconciliations, and report generation while providing assistance to Client Service Associates and interacting with custodians.
AdviceConsultingWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Perform account reconciliations and client statement archiving
Process corporate actions and assist with portfolio analysis for front-office support
Create and update procedures for daily responsibilities
Cross-train for team coverage, including new/terminating accounts and security setup
Serve as backup for private equity data management in the accounting system (APX)
Monitor Operations email for ad hoc requests and inquiries
Complete other duties as assigned, including cost basis updates and daily custodial file retrieval
Qualification
Required
Bachelor's degree (Accounting or Finance preferred)
0–3 years of relevant experience
Strong attention to detail and accuracy
Excellent organizational and time-management skills
Ability to prioritize multiple tasks and work under pressure
Strong numerical aptitude and problem-solving skills
Clear written and verbal communication
Ability to handle confidential information discreetly
General proficiency required
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
Preferred
Proficiency in Microsoft Excel preferred
Team-oriented and able to work independently
Prior experience at an RIA helpful
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
Company data provided by crunchbase