Junior Service Analyst jobs in United States
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NexWealth ยท 18 hours ago

Junior Service Analyst

positionPhiladelphia, PA
timeFull-time
remoteOnsite
seniorityEntry Level
date2+ years exp

NexWealth is a registered investment advisor and multi-family office, offering an exciting opportunity for a junior analyst to work with firm executives in client servicing for high-net-worth clients. The role involves portfolio analytics, reporting, trust and estate planning, and compliance.

Financial Services

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 lead creating investor reports
Participate in client meetings when necessary
Provide client relationship support, assist in client conversations, scheduling, 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

Qualification

Custodian platformsExcel proficiencyFinancial analysisCFA candidacyAddepar reporting softwareQuick learnerAttention to detailCommunication skillsTeam playerAdaptability

Required

Bachelor's degree in finance, economics, or a related field with high GPA
Interest in finance, portfolio analysis, statistics and technology
Minimum 2-year experience in financial services wealth advisory
Experience with custodian platforms (Fidelity Wealthscape, Schwab Advisor Center)
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

Preferred

CFA candidacy
Experience with Addepar reporting software

Company

NexWealth

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The NexWealth family office was created to meet the needs of a limited number of families who needed more integration, transparency, and customization that the industry has to offer.
people-size2-10 employees
web-link
https://nexwealthllc.com/

Funding

Current Stage
Early Stage

Leadership Team

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Matthew West, CIMA
Founder
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Company data provided by crunchbase