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- At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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 are seeking a highly motivated, detail oriented, and experienced Trader to join our team.
- The ideal candidate will have broad knowledge of investments, experience in the areas of trading operations and/or portfolio management and work closely with Wealth Advisors and operations staff in a team-based setting.
- Execute standard trading strategies such as rebalancing accounts outside target allocation thresholds to maintain desired risk-return profile, managing for cash/liquidity needs, and harvesting investment losses in taxable accounts.
- Leverage firm technology and resources such as Tamarac, yCharts and Excel to efficiently perform job responsibilities; develop process efficiencies and disseminate relevant and timely investment information to Wealth Advisors.
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