Research Associate

CI Financial•Chicago, IL

12d•$95,000 - $116,000•Onsite

About The Position

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. 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.

Requirements

Strong proficiency in Microsoft Excel and advanced technical experience with FactSet, including familiarity with FactSet formulas, screening, portfolio analysis tools, and Excel integration.
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

Nice To Haves

Experience with FactSet API or FactSet’s proprietary coding tools (e.g., FactSet Formula Language) is a strong plus.
Progress toward CFA (Chartered Financial Analyst) a plus

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.