1-3 years of relevant experience in investment banking, private equity, venture capital, or similar analytical roles
Strong interest in venture capital, growth investing, and technology
Excellent analytical and quantitative skills with attention to detail
Strong written and verbal communication skills to articulate investment views
Proficient research skills and intellectual curiosity
Ability to manage multiple priorities in a fast-paced environment
Detail-oriented and accountable, taking ownership of work
Strong proficiency in Excel and PowerPoint
Bachelor's degree with strong academic performance
Responsibilities
Conduct due diligence and investment analysis on venture capital and growth equity funds
Evaluate investment opportunities across various sectors and strategies
Research companies, industries, and market trends
Analyze fund performance and portfolio construction
Prepare investment memos and presentations for internal discussions
Participate in calls and meetings with fund managers and entrepreneurs
Support ongoing monitoring of existing fund and portfolio investments
Track developments in the venture and growth ecosystem
Benefits
Opportunity to work closely with senior investment team members
Engagement in a dynamic and fast-paced work environment
Exposure to a variety of investment strategies and sectors
Professional development opportunities through hands-on experience
Collaborative team culture with a focus on shared priorities
Full Job Description
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 closely with senior members of the investment team and contribute to broader team priorities as needed
Qualifications
1-3 years of relevant experience in investment banking, private equity, venture capital, asset management, consulting, or a similar analytical role
Strong interest in venture capital, growth investing, technology, and private markets
Excellent analytical and quantitative skills, with strong attention to detail
Excellent 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 high-paced, dynamic environment
Detail-oriented and accountable, taking ownership of work from start to finish
Strong proficiency in Excel and PowerPoint
Bachelor's degree with strong academic performance
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information:
This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $101,750 - $123,750 USD 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.
About CI Financial
CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
