Job Description
NexWealth, a registered investment advisor and multi-family office, is offering an exciting and challenging opportunity for an analyst to partner with firm executives to provide all aspects of client servicing to our high-net-worth clients. This individual must be pursuing their CFA designation and have passed Level I, at a minimum. This role will provide exposure to wealth management 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. This is an on-site position in the firm's Philadelphia location.
Qualifications
- Bachelor’s degree in finance, economics, or a related field with high GPA
- Passed CFA exam level I (at a minimum)
- Strong Excel and VBA skills and fluency with formulas and functions
- Interest in finance, portfolio analysis, statistics and technology
- Minimum 3-year experience in financial services industry
- Strong attention to detail while working at a fast pace
- Ability to analyze and do computations on financial data
- Learn and adapt to new software systems quickly
- Proficiency with Microsoft Office suite including Excel, PowerPoint, Word
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 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
- Use strong technology skills to streamline company workflows and reporting
- 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.
Company Description
NexWealth is a registered investment advisor and multi-family office servicing high net worth clients.
NexWealth is a registered investment advisor and multi-family office servicing high net worth clients.