Financial Analyst, Data Management & Reporting - Nucleus Advisors

Hightower Advisors • New York, NY

2d • Hybrid

About The Position

The Financial Analyst, Data Management and Reporting plays a strategic role at Nucleus Advisors and supports the firm’s growth strategy. Reporting to the Director of the Client Portfolios team, the analyst works with colleagues to develop and enhance internal and client-facing portfolio reporting, implementation, and research capabilities. The role supports accurate, timely, and streamlined reporting for client portfolios, including alternative investments, and contributes to data management, quality assurance, controls, compliance, and process improvement.

The position is based at Nucleus’ Chelsea headquarters in New York City, with a flexible in-office schedule requiring at least three days per week in the office. The analyst will have opportunities to work across the team and learn about asset allocation, portfolio management, alternative investments, trust and estate, insurance, tax, financial planning, and philanthropic planning.

Requirements

• Undergraduate degree; applicants are asked to provide their GPA.
• Three or more years of professional experience.
• High proficiency with Microsoft Excel.
• Strong quantitative and financial knowledge.
• Exceptional attention to detail.
• Comfort and expertise analyzing large datasets in Microsoft Excel.
• Methodical, thorough, and efficient approach to completing projects.
• Ability to identify patterns in data and explain complex topics clearly.
• Ability to balance multiple simultaneous priorities and deadlines under 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, engage in open dialogue, and learn with colleagues.
• Comfort with and willingness to give and receive feedback.
• Ability to foster relationships with teammates, clients, and third-party vendors.
• Professionalism, emotional intelligence, attunement, and empathy.
• Unrestricted U.S. work authorization without a need for current or future sponsorship.

Nice To Haves

• A degree in finance, accounting, statistics, engineering, or information technology.
• Experience with Black Diamond investment portfolio reporting software.

Responsibilities

• Prepare monthly and quarterly client portfolio reports with Nucleus Analysts and Associates.
• Collect, consolidate, and present transaction and valuation 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.
• Build relationships and work with alternative investment fund managers, administrators, and Hightower’s client reporting support team to provide an accurate, 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 support 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.
• Respond to ad hoc client reporting requests and projects.

Benefits

• Annual base salary of $100,000–$115,000 plus a 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.
• Potential hybrid work schedule, with a minimum of three days in the office.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

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