NexWealth · 11 hours ago
Senior Research Analyst - Wealth Management
Philadelphia, PA
Full-time
Onsite
Senior Level
5+ years expNexWealth is a boutique registered investment advisor and multi-family office seeking a Senior Research Analyst to lead investment due diligence and portfolio construction for high-net-worth families. The role involves close collaboration with firm leadership and the investment committee, focusing on manager research and ongoing monitoring across various investment strategies.
Financial Services
Responsibilities
Lead and work closely with a team of fellow research analysts
Conduct comprehensive investment manager due diligence
Perform due diligence on new and existing investments
Work directly with high-net-worth clients and their outside advisors
Leverage research systems to provide qualitative/quantitative analysis to support investment manager and investment strategy selection recommendations and terminations
Maintain a database to capture the universe of investment opportunities
Develop manager and investment strategy-specific expertise to provide clients and the research team with commentary and data points
Investment Manager due diligence reviews, research reports, analytic reports, manager attribution analysis
Manage prime brokerage capital introduction relationships
Create recommendations for client portfolios
Client portfolio construction
Monitor industry news
Qualification
Required
Bachelor's degree
CFA® designation or Level III Candidate
Minimum of 5-7 years conducting investment manager due diligence
Experience working with and comfort communicating with high net worth clients
Work in firm's Philadelphia office (this is not a remote position)
Organized and detail-oriented
Team player
Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations
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