Wealth Management Junior Analyst — Portfolio & Reporting

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

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.