NexWealth, a registered investment advisor and multi-family office, is offering an exciting and challenging opportunity for a junior analyst to work alongside with firm executives to provide all aspects of client servicing to our high-net-worth clients. This individual will gain exposure to areas including asset allocation, portfolio analytics, reporting, trust and estate planning and compliance. This individual must possess the following traits: strong eye for detail, professional demeanor, quick learner, adaptive, team player, can multitask, strong work ethic, excellent oral and written communication skills, and comfort with client interaction.
Qualifications
- Bachelor’s degree in finance, economics, or a related field with high GPA
- Interest in finance, portfolio analysis, statistics and technology
- Minimum 2-year experience in financial services industry
- Strong attention to detail while working at a fast pace
- Strong fluency with Excel formulas, PowerQuery and functions
- Proficiency with Microsoft Office suite including Excel, PowerPoint, Word
- Ability to analyze and do computations on financial data
- Learn and adapt to new software systems quickly
Desired Qualifications
-CPA candidacy
-Experience with implementation of reporting platforms; (PowerBi/Tableau)
-Experience with Addepar reporting software
Responsibilities
- Work closely with the team to provide service and support functions such as portfolio analysis, trading, money movement, account creation and maintenance, and client/prospect meeting preparation
- Work closely with team on portfolio reporting and lead creating investor reports
- Participate in client meetings when necessary
- Provide client relationship support, assist in client conversations, and provide analytic and account-related financial information
- Identify and drive process improvements, including the creation of standard and ad-hoc reports
- Assist in daily/monthly/quarterly maintenance of custodial, reporting and CRM systems
NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.
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