Family Office Analyst

Responsibilities

• Reporting and Presentation: Create clear and compelling reports and presentations to communicate findings and recommendations to Family Office teams
• Data Analysis: Collect, clean, and analyze data to derive actionable insights that support strategic decision-making.
• Time Entry: Responsible for all team time entry and reconciliation between Workday and Aderant
• Administration: Ownership of day-to-day administrative tasks; i.e. time entry, mailings, and expense reports
• Project Management Support: Support management of project timelines, deliverables, and milestones, ensuring projects are completed on time and within budget.
• Maintenance of Operating Rhythms: inclusive of notetaking, tracking action items and deadlines, and organizing file structures
• Stakeholder Management: Work collectively with the various stakeholders to implement initiatives determined by the project sponsor
• Continuous Learning: Stay updated on the latest analytical tools, methodologies, and business trends to bring innovative solutions to Family Office Services

Requirements

• 0-2 years work experience
• Bachelor's degree, Business, Economics, or Finance major preferred but not required.
• Excellent communication skills, both written and verbal, with the ability to convey complex ideas in a clear and concise manner.
• Motivated person with the ability to work independently as well as a contributing member of the team
• Strong analytical and problem-solving skills, with proficiency in data analysis tools and software. A bonus if proficiency in financial modelling.
• Excellent judgment and the ability to balance resourcefulness and discretion, demonstrates ability to protect confidential and proprietary information
• Exceptional organization and time management skills
• Advanced Proficiency in Microsoft Office Excel and PowerPoint, a bonus if familiar with Tableau or PowerBI
• Pay Information
• 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 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, empowe

Benefits

Additional Information

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.

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