NexWealth · 22 hours ago
Junior Research Analyst - Wealth Management
Philadelphia, PA
Full-time
Onsite
Entry Level
3+ years expNexWealth is a boutique registered investment advisor and multi-family office seeking a motivated Junior Analyst to support their high-net-worth client base. The role involves working closely with firm leadership on functions such as asset allocation, portfolio analytics, and performance reporting.
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 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
Qualification
Required
Bachelor's degree in finance, economics, or a related field with high GPA
Mandatory experience working (2-yr minimum) at a Registered Investment Advisory firm or family office (applicants without this experience will not be considered)
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
Company
NexWealth
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.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Matthew West, CIMA
Founder
Company data provided by crunchbase