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.
About CI Segall Bryant & Hamill Asset Management
CI Segall Bryant & Hamill Asset Management is headquartered in Chicago, with offices in Denver, Philadelphia, New York, and St. Louis. The firm had over $29 billion in assets under management as of December 31, 2024. CI SBH offers a range of investment strategies and customized solutions for institutional and intermediary clients, including domestic, international, and global equity, in addition to fixed income and alternatives. CI SBH is a subsidiary of CI Financial Corp.
About All Cap Core Thematic
All Cap Core Thematic is a flexible, thematic, and risk-managed domestic equity strategy that is benchmarked to the Russell 3000. The ACCT team seeks to capitalize on themes, or secular forces that cut across economic sectors. Individual securities are selected based on the team’s assessment of potential risk and reward, underpinned by fundamental analysis. Risk management is accomplished via diversification and the flexibility to hedge when deemed appropriate. It has been led or co-led by Jason Benowitz, Senior Portfolio Manager, since 2017.
The ACCT team managed over $1.6 billion in assets as of December 31, 2024.
Responsibilities
CI SBH is seeking a Senior Equity Analyst to join the ACCT team. The Senior Equity Analyst will conduct fundamental research on large and mid-cap U.S. equities for the purpose of initiating new positions as well as evaluating existing positions held in the strategy. The analyst will contribute to the ACCT team’s thematic research, portfolio construction, and risk management. And he or she will directly manage certain customized client portfolios. Over time the successful analyst will assume greater responsibilities which may include contributing to marketing materials, representing the team in client meetings, supporting SBH sales as they interact with institutions and intermediary channels, and managing customized portfolios for some of the team’s largest clients.
The Senior Equity Analyst will work directly with Senior Portfolio Manager Jason Benowitz and the ACCT team, and will collaborate across CI SBH and other divisions of its parent CI Financial Corp. The position is based in Manhattan; some business travel may be required.
Qualifications
The candidate should have at least 5 years of relevant experience, including some exposure to the buy side. Analyst experience across the buy side (long-only or hedge fund), sell-side equity research, investment banking, management consulting, and/or private equity is of interest. The candidate should have experience analyzing companies in different industries, as ACCT is a team of generalists. He or she should have quantitative skills, a firm grasp of financial accounting, and the ability to construct valuation models.
An understanding of geopolitics, macroeconomics, and the global capital markets is also valued, due to the strategy’s risk management component. A bachelor’s degree with strong academics is required, and an MBA degree and/or CFA designation is preferred.
Skills and Characteristics
We seek someone who is: passionate about investing in the U.S. equity markets; intellectually curious, thinks independently, and will work proactively in a self-directed manner; humble, patient, flexible, and continuously works toward self-improvement; an effective communicator both orally and in writing; able to work collaboratively as part of a small team as well as within a broader organization; and at all times guided by integrity and intellectual honesty.
Pay Transparency:
This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $175,000-$200,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs.
It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
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 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.
