Junior Research Analyst - Wealth Management

NexWealth; Philadelphia (Philadelphia County); On-site; USD 60,000 - 80,000; Full time

Job summary

NexWealth is seeking a motivated Junior Analyst to support high-net-worth clients in Philadelphia. This role involves portfolio analysis, client support, and financial reporting. A Bachelor's in finance or related field and experience at a Registered Investment Advisory firm are required. Candidates should possess strong analytical skills and be proficient in Excel. The position offers meaningful exposure to a family office environment and is onsite, requiring 5-days work per week.

Qualifications

• Must have experience working at a Registered Investment Advisory firm or family office.
• Minimum 3 years experience in financial services industry.
• Strong fluency with Excel formulas and functions.

Responsibilities

• Provide service and support functions such as portfolio analysis and trading.
• Assist in client conversations and provide financial information.
• Identify and drive process improvements in reporting.

Skills

Attention to detail

Client communication

Analytical skills

Adaptability to new software

Excel proficiency

Education

Bachelor’s degree in finance, economics, or a related field

Tools

Microsoft Office Suite

Job description

Overview

NexWealth, a boutique registered investment advisor and multi-family office, is seeking a motivated Junior Analyst to work closely with firm leadership in supporting our high-net-worth and ultra-high-net-worth client base. This role offers meaningful exposure to the core functions of a family office environment, including asset allocation, portfolio analytics, performance reporting, trust and estate planning coordination, and regulatory compliance.

To be considered, you MUST have experience working at a Registered Investment Advisory firm or Family Office (absolutely no exceptions).

Candidates must be highly detail-oriented, professional, intellectually curious, and eager to learn. This individual should thrive in a fast-paced, collaborative setting, demonstrate a strong work ethic, communicate clearly and confidently in both written and verbal contexts, and be comfortable interacting with clients and senior professionals.

Qualifications

• Bachelor’s degree in finance, economics, or a related field with high GPA
• Mandatory experience working at a Registered Investment Advisory firm or family office
• Minimum 3-year experience in financial services industry
• Strong attention to detail while working at a fast pace
• Strong fluency with Excel formulas and functions
• Proficiency with Microsoft Office suite including Excel, PowerPoint, Word
• Ability to analyze and do computations on financial data
• Learn and adapt to new software systems quickly
• Must be able to work 5-days per week (M-F) onsite at firm's Philadelphia office

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
• 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