Associate, Alternatives Data & Strategy

Description

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. Role Summary As an Associate in Alternatives Data & Strategy, you will play a key role in managing and enhancing the firm’s Alternatives (Alts) data ecosystem. You will lead data initiatives related to private investments, ensuring data quality, consistency, and accessibility across platforms and teams. This role is ideal for someone who thrives in a data-driven environment and is passionate about improving business outcomes through analytics and reporting. Key Responsibilities

• Lead Alts Data Initiatives: Project manage data integration efforts with GLASFunds and other third-party providers to streamline and enhance Alternatives data flows.
• Maintain Alts Dashboards: Track and report on commitments and NAVs across Alternative Investments platforms and funds.
• Ensure Data Quality: Conduct regular audits and collaborate with local offices to validate and improve the accuracy and completeness of Alternatives data.
• Support Integrations: Assist in the design and implementation of new data integrations to support the evolving needs of the Alternatives platform.
• Drive Reporting Excellence: Develop and maintain dashboards and reports that provide actionable insights into Alternatives investments and performance.
• Collaborate Cross-Functionally: Partner with investment, operations, and technology teams to align data initiatives with business goals.
• Document Data Standards: Maintain clear documentation of data sources, models, and pipelines related to Alternatives reporting.

Technical Skillset Requirements

• Proficiency in data analytics tools such as SQL, DBT, Python, Tableau, and Excel
• Experience working with structured and unstructured data, especially in financial services or investment contexts
• Ability to manage end-to-end analytics projects, from requirements gathering to delivery
• Strong data visualization and storytelling skills to support decision-making
• Experience working with disparate data sources and ensuring data integrity
• Preferred: Experience with investment data, especially Alternatives (e.g., private equity, hedge funds, real assets)
• Preferred: Familiarity with Databricks, Salesforce, Addepar, and/or iCapital platforms

Qualifications

• Bachelor’s degree in a quantitative discipline (e.g., Finance, Economics, Statistics, Computer Science).
• 1–3 years of experience in data analytics, reporting, or investment operations roles, with a preference in Wealth or Asset Management.

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 serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. 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.

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $90,000-120,000 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.