Research Associate

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.

SBH seeks a Research Associate to assist with data production and analysis for equity and private market teams across the firm, primarily through the use and integration of FactSet and Excel. The successful candidate will provide performance attribution, macro research, factor analytics, risk attribution, and other analysis of SBH strategies and client portfolios to various internal constituents. Private markets responsibilities will include manager research due diligence.

Responsibilities:

• Creates advanced analytical reports and models using deep technical knowledge of FactSet , including custom formula creation, screening tools, and API integration, alongside external data sources...
• Responsible for collecting, maintaining, automating, and monitoring various datasets, models, and internal processes
• Participate in meetings with investment managers to gather information and insights in the private markets space
• Draft investment memorandums on fund investments and co-investments to support investment decision-making process
• Responds to special requests and projects from other departments, will often be collaborating with cross-functional teams including sales, marketing, and various investment teams in asset management
• Awareness of market trends and investment opportunities through continuous market research and analysis
• Develops and maintains complex FactSet models and dashboards tailored to portfolio analysis, performance attribution, and risk metrics across asset classes.
• Serves as an internal FactSet expert, troubleshooting data issues, optimizing workflows, and training team members on advanced FactSet functionalities.

Qualifications:

• Strong proficiency in Microsoft Excel and advanced technical experience with FactSet, including familiarity with FactSet formulas, screening, portfolio analysis tools, and Excel integration.
• Experience with FactSet API or FactSet's proprietary coding tools (e.g., FactSet Formula Language) is a strong plus.
• Undergraduate degree in economics, finance, accounting, statistics or math, with 1-
• Strong proficiency in Microsoft Excel and working experience with FactSet
• Strong interest in investing and working for a buy-side firm
• Excellent quantitative and analytical skills
• Demonstrated ability to work well within a team, and with multiple customer constituents
• Proactive, detail-oriented approach with strong ability to prioritize tasks and projects to meet deadlines
• Effective written and verbal communication skills
• Progress toward CFA (Chartered Financial Analyst) 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.

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $95,000-116,000 USD 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..

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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
• 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.