Financial Analyst, Data Management & Reporting - Nucleus Advisors

Hightower • New York, NY

9d • $100,000 - $115,000 • Hybrid

About The Position

The Financial Analyst, Data Management and Reporting plays a strategic role in supporting Nucleus Advisors’ growth strategy. Reporting to the Director of the Client Portfolios team, the analyst supports the development and enhancement of internal and client-facing portfolio reporting, implementation, and research capabilities.

The role works with analysts, associates, alternative investment fund managers and administrators, and Hightower support teams to prepare portfolio reports; maintain accurate alternative investment data; integrate accounts and investments; and improve reporting processes, controls, and technology. The position also offers opportunities to learn about asset allocation, portfolio management, alternative investments, and trust and estate, insurance, tax, financial, and philanthropic planning.

The position is based at Nucleus’ Chelsea headquarters in New York City, with a flexible hybrid schedule requiring at least three days per week in the office. The annual base salary is $100,000–$115,000, plus a discretionary bonus based on qualifications and experience.

Requirements

• Undergraduate degree; applicants are asked to provide GPA.
• At least 3 years of professional experience.
• High proficiency with Microsoft Excel.
• Strong quantitative and financial knowledge.
• Exceptional attention to detail.
• Ability to analyze large datasets in Microsoft Excel.
• Methodical, thorough, and efficient project execution.
• Ability to identify data patterns and clearly explain complex topics.
• Ability to balance multiple priorities and deadlines with tight timelines.
• Interest in learning about wealth management, portfolio allocation, and alternative investments.
• Perseverance and resourcefulness in problem solving.
• Ability to collaborate in small groups and participate in open dialogue.
• Comfort with giving and receiving feedback.
• Ability to build relationships with teammates, clients, and third-party vendors.
• Professionalism, emotional intelligence, attunement, and empathy.
• Commitment to making a positive difference for clients in the wealth management industry and curiosity about financial markets and personal finance.
• Unrestricted U.S. work authorization; no current or future sponsorship requirement.

Nice To Haves

• A degree in finance, accounting, statistics, engineering, or information technology is preferred.
• Experience with Black Diamond investment portfolio reporting software is preferred but not required.

Responsibilities

• Prepare monthly and quarterly client portfolio reports with Nucleus analysts and associates.
• Collect, consolidate, and present transaction and valuation update data for alternative investments, including hedge funds, private equity funds, and other limited partnerships.
• Integrate new accounts and private investments into Nucleus portfolios and reporting.
• Help maintain and support users of Nucleus’ client portal.
• Perform regular quality checks to ensure alternative investment transaction and performance data is accurate, complete, reliable, and timely.
• Develop relationships and work with alternative investment fund managers and administrators, and Hightower’s client reporting support team, to provide an accurate and streamlined reporting process.
• Create and document policies and procedures for data management, data integrity, and quality assurance.
• Coordinate with Hightower’s Field Supervision team to ensure compliance with data retention and private asset valuation policies.
• Oversee control-related tasks across reporting functions to provide a cohesive approach to reporting and audit protocols.
• Help evaluate and integrate processes and technology solutions to improve client reporting efficiency.
• Assist with investment due diligence and market research.
• Assist with ad hoc client reporting requests and projects.
• Collaborate with team members and develop knowledge of asset allocation, portfolio management, alternative investments, and trust and estate, insurance, tax, financial, and philanthropic planning.

Benefits

• Annual base salary of $100,000–$115,000 plus discretionary bonus, based on qualifications and experience.
• Medical, dental, and vision insurance coverage beginning on the first day of employment.
• Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.
• Hybrid work schedule with at least three days per week in the office.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level