Job Description

Join a team that values your ambition and empowers your growth

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.

As a Data and Reporting Specialist II, you will play a pivotal role in maintaining our internal systems, ensuring data integrity, and providing exceptional user support. You will be responsible for managing portfolio accounting software and CRM, generating insightful reports, and supporting billing processes. Your proactive approach and strong analytical skills will help drive data-driven decision-making and enhance our operational efficiency.

Key Responsibilities

Maintain Internal Systems:

• Maintain portfolio accounting software and CRM.
• Ensure data integrity by deploying efficient audits through available tools.
• Identify, understand, and provide input on enhancements, system integrations, and data transformation requirements.
• Stay current on product releases and roadmaps.

User Support:

• Liaise between business units and network.
• Manage user experience, including creating, updating, and terminating users.
• Set up appropriate profiles and permission sets to adhere to firm’s compliance guidelines.
• Manage portal access for clients.
• Provide support and training on portfolio accounting systems and CRM.
• Respond to internal inquiries.
• Support bulk deliverable needs across the organization, such as renaming files, mail merge, and posting documents.

Reporting and Billing:

• Maintain client performance reports within the portfolio accounting software.
• Provide business intelligence by creating and maintaining reports and dashboards.
• Generate timely monthly/quarterly corporate financial reports.
• Generate ad hoc reports to meet internal compliance requests and audit requirements.
• Produce and audit client invoices based on data in the portfolio accounting system and CRM.

Qualifications & Requirements

• Bachelor’s degree or equivalent experience
• Experience in Salesforce, portfolio accounting software, DocuSign, Microsoft Suite, SharePoint, and Tamarac/Addepar and Black Diamond preferred.
• Understanding of investment, CRM, and custodian data preferred.
• Ability to quickly learn new software.
• Excellent team player with strong communication skills.
• Detail-oriented with excellent analytical and organizational abilities.
• Proactive approach to work with the ability to take ownership of projects and see them through to completion.

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 an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

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.

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