Corient · 12 hours ago
Associate, Alternatives Data & Strategy
New York, NY
Full-time
Hybrid
Entry, Mid Level
$90K/yr - $120K/yr
1+ years expCorient is one of the fastest-growing wealth management platforms in the United States, dedicated to helping high-net-worth individuals preserve their wealth for future generations. As an Associate in Alternatives Data & Strategy, you will manage and enhance the firm’s Alternatives data ecosystem, ensuring data quality and accessibility while driving analytics and reporting initiatives.
AdviceConsultingWealth Management
No H1B
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
Qualification
Required
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
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
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
Experience with investment data, especially Alternatives (e.g., private equity, hedge funds, real assets)
Familiarity with Databricks, Salesforce, Addepar, and/or iCapital platforms
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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