Wealth Management Research Analyst - Family Office

NexWealth; Philadelphia (Philadelphia County); On-site; USD 70,000 - 110,000; Full time

Job summary

NexWealth, a boutique registered investment advisor and multi-family office in Philadelphia, seeks a motivated Research Analyst to support our high-net-worth and ultra-high-net-worth client base. You will work closely with firm leadership on asset allocation, portfolio analytics, and performance reporting in a collaborative family-office environment.

Ideal candidates have RIA or family-office experience, a finance-related bachelor’s degree with a high GPA, strong Excel skills, and a

Qualifications

• Must be able to work 5-days per week onsite at firm's Philadelphia office
• Bachelor’s degree in finance, economics, or 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
• Prior experience with custodial platforms, investment research tools, financial reporting software, CRM systems
• Learn and adapt to new software systems quickly
• Experience servicing clients
• 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
• Must be able to provide three professional references and complete a background check prior to employment

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

Skills

Attention to detail

Client service experience

Analytical thinking

Communication skills

Education

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

Tools

Excel

PowerPoint

Word

CRM systems

Investment research tools

Financial reporting software

Custodial platforms

Job description

NexWealth, a boutique registered investment advisor and multi-family office in Philadelphia, seeks a motivated Research Analyst to support our high-net-worth and ultra-high-net-worth client base. You will work closely with firm leadership on asset allocation, portfolio analytics, and performance reporting in a collaborative family-office environment.

Ideal candidates have RIA or family-office experience, a finance-related bachelor’s degree with a high GPA, strong Excel skills, and a