Financial Analyst, Data Management & Reporting - Nucleus Advisors

HighTower Advisors, LLC; New York (NY); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Hybrid work model

401k matching

HSA employer contributions

Student loan assistance

Paid parental leave

Pet insurance

Base salary + discretionary bonus

Job summary

Nucleus Advisors is a private wealth advisory firm focused on connecting with clients to create lasting legacies. The Financial Analyst, Data Management and Reporting role supports portfolio reporting, data integrity, and research to drive growth and preeminence in wealth advisory.

The role requires collaboration with analysts, a flexible in-office schedule (minimum three days/week in NYC Chelsea), and strong Excel/data skills to manage complex datasets and reporting processes.

Qualifications

• Undergraduate degree required (provide GPA).
• We prefer a degree in finance, accounting, statistics, engineering, or information technology.
• 3 or more years of professional experience
• High proficiency with Microsoft Excel is required
• Experience with Black Diamond's investment portfolio reporting software is preferred, but not required

Responsibilities

• Prepare monthly and quarterly client portfolio reports.
• Collect, consolidate, and present data tracking transactions and valuation updates for alternative investments.
• Integrate new accounts and private investments into portfolios and reporting.
• Maintain and support Nucleus' client portal users.
• Conduct regular quality checks to ensure data accuracy and timeliness.
• Collaborate with fund managers and reporting teams to streamline processes.
• Document policies for data management and quality assurance.
• Coordinate with teams to ensure data retention and valuation policies are followed.
• Support investment due diligence and markets research.
• Assist with ad-hoc client reporting requests.

Skills

Quantitative analysis

Excel proficiency

Attention to detail

Data interpretation

Communication

Prioritization

Education

Undergraduate degree

Finance/Accounting/Statistics/Engineering/IT degree

3+ years professional experience (education section)

Tools

Black Diamond portfolio reporting

Job description

Nucleus Overview and Mission

Nucleus Advisors is a seasoned, transformational, multi-generational, multi-cultural Private Wealth Advisory business with a vision to make a difference with each of our clients and inspire collaboration across generations to create lasting legacies.

Our mission is to locate and connect with the world's entrepreneurs, artists, athletes, and advocates – each creating a legacy in their own ways – and guide them on their journey. With everything we do, we lean into our values of Connection, Direction, Depth, Curiosity and Withness®.

Location: Join us in our Chelsea HQ at 512 W 22nd Street, 7th Floor, New York, NY

Position Summary

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.

There is 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.

What You'll Do

• Embrace learning, lean into openness and team collaboration, and develop as a NexGen leader
• 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
• There will be opportunities to work with all members of the team and learn about asset allocation, portfolio management, alternative investments, and trust and estate, insurance, tax, financial and philanthropic planning.
• You are one that is committed to making a positive difference for clients in the wealth management industry. You have a keen interest and curiosity about financial markets and personal finance topics.

What You'll Bring

• 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

Education and Experience

• Undergraduate degree required (provide GPA)
• We prefer a degree in finance, accounting, statistics, engineering, or information technology.
• 3 or more years of professional experience
• High proficiency with Microsoft Excel is required
• Experience with Black Diamond's investment portfolio reporting software is preferred, but not required

What We Offer

• Annual base salary of $100,000-$115,000 plus discretionary bonus, based on qualifications and experience
• 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)
• Potential hybrid model work schedule – minimum of 3 days in office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

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.