Financial Analyst, Data Management & Reporting - Nucleus Advisors

Hightower Advisors • New York, NY

16d • Hybrid

About The Position

The Financial Analyst, Data Management and Reporting role plays a crucial and strategic role at Nucleus and is central to implementing our growth strategy. You will report to the Director of our Client Portfolios team. The Financial Analyst will be a proven and collaborative teammate and will support Nucleus as we develop new and enhance current internal and client-facing portfolio reporting, implementation, and research capabilities, to ensure Nucleus remains on the path to preeminence in the wealth advisory industry. You will allow for a flexible in-office schedule, with a requirement of at least three days a week in the office, located in the heart of NYC's lively Chelsea neighborhood.

Requirements

• Strong quantitative and financial knowledge
• Exceptional attention to detail
• Comfort and expertise with analyzing large datasets, in MS Excel
• Methodical, thorough, and efficient in completing projects
• Ability to identify patterns in the data and effectively present and convey complex topics in an easy-to-understand manner
• Can effectively balance multiple simultaneous priorities and deadlines with tight timelines
• Interest in gaining knowledge about wealth management, portfolio allocation and alternative investments
• Initiating projects and asking, “How can I help?”
• Perseverance and resourcefulness in problem solving
• Desire to collaborate in small groups, move toward open dialogue and be surrounded by people equally inspired by learning
• Comfort with and desire to give and receive feedback
• Ability to foster relationships with teammates, clients, and third-party vendors
• Professionalism
• EQ, Attunement, and Empathy
• Undergraduate degree required (provide GPA)
• 3 or more years of professional experience
• High proficiency with Microsoft Excel is required
• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

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

Responsibilities

• Work with Nucleus' Analysts and Associates to prepare monthly and quarterly client portfolio reports
• Collect, consolidate, and present data tracking transactions and valuation updates for alternative investments (hedge funds, private equity funds, other limited partnerships)
• Integrate new accounts and private investments into Nucleus' portfolios and reporting
• Help with the maintenance and support with Nucleus' client portal users
• Perform regular quality checks to ensure alternative investment transactions 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 Nucleus remains compliant with data retention and private asset valuation policies
• Oversee control related tasks across the reporting functions to provide a single cohesive approach to reporting and audit protocols
• Help evaluate and integrate new processes and technology solutions to increase efficiency in Nucleus' client reporting
• Help with investment due diligence and markets research
• Help with ad-hoc client reporting requests and projects

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

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