C

Corient

Fiduciary wealth management and investment advisory

Investment Analyst - Venture Capital

Venture CapitalUpdated on Nov 13
Full-timeNew York, NY, USA

About the Job

Requirements

  • 1–3 years of relevant experience in investment banking, private equity, venture capital, asset management, consulting, or a similar analytical role.
  • A strong interest in venture capital, growth investing, technology, and private markets.
  • Strong analytical and quantitative skills, with attention to detail.
  • Strong written and verbal communication skills and the ability to clearly articulate an investment view.
  • Strong research skills and intellectual curiosity.
  • Ability to manage multiple priorities and work effectively in a fast-paced, dynamic environment.
  • Ability to take ownership of work from start to finish and remain accountable.
  • Proficiency in Excel and PowerPoint.
  • A bachelor’s degree with strong academic performance.
  • Must be at least 18 years of age.
  • Must have unrestricted work authorization to work in the United States; the employer hires U.S. citizens or permanent residents, with exceptions determined based on shortages of qualified candidates with particular skills, and requires proof of work authorization.
  • Must be willing to execute the Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
  • Must be able to work in an office environment, including prolonged periods sitting at a desk and working on a computer; the position may require lifting up to 15 pounds.
  • Must work onsite 4 days per week.

Responsibilities

  • Conduct due diligence and investment analysis on venture capital and growth equity funds and managers.
  • Evaluate investment opportunities across a range of sectors, stages, and strategies.
  • Research companies, industries, technologies, market trends, and competitive landscapes.
  • Analyze fund performance, portfolio construction, track records, and underlying investments.
  • Prepare investment memos, presentations, and other materials for internal investment discussions.
  • Participate in calls and meetings with fund managers, entrepreneurs, and other investment professionals.
  • Support ongoing monitoring and evaluation of existing fund and portfolio investments.
  • Track developments across the venture and growth ecosystem and develop perspectives on emerging trends.
  • Assist with portfolio analytics, reporting, and other ad hoc investment projects.
  • Collaborate with senior members of the investment team and contribute to broader team priorities as needed.

About the Company

Corient

Fiduciary wealth management and investment advisory

Corient Capital Partners provides wealth management and investment advisory services for ultra-high-net-worth individuals and families. It acts as a fiduciary, offering holistic financial planning, investment management, tax and trust services, lending, and an alternatives platform that can include private equity, hedge funds, and real estate funds. The firm differentiates itself through its client-first fiduciary standard and its integration within the CI Financial network, unifying multiple legacy firms under a single brand to access diverse investment strategies. Its goal is to preserve and grow client wealth across generations while expanding its U.S. presence with backing from its parent company and strategic partners.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Newport Beach, CA
Founded
2015

Recently Posted Jobs

Explore more opportunities at Corient

See more jobs