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Hightower Advisors · 10 hours ago

Financial Analyst, Data Management & Reporting - Nucleus Advisors

New York, NY

Full-time

Hybrid

Mid Level

$105K/yr - $120K/yr

3+ years exp

Hightower Advisors is a wealth management firm dedicated to providing investment and financial planning services. The Financial Analyst, Data Management & Reporting role is crucial for implementing growth strategies and enhancing portfolio reporting capabilities, collaborating with team members to ensure accurate and timely data management.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Hiring Manager

Catherine Crooks

Responsibilities

Embrace learning, lean into openness and team collaboration, and develop as a NexGen leader

Work with Nucleus' Analysts and Associates to prepare monthly and quarterly client portfolio reports

Collect, consolidate, and present data tracking transactions and valuation updates for alternative investments (hedge funds, private equity funds, other limited partnerships)

Integrate new accounts and private investments into Nucleus' portfolios and reporting

Help with the maintenance and support with Nucleus' client portal users

Perform regular quality checks to ensure alternative investment transactions and performance data is accurate, complete, reliable, and timely

Develop relationships and work with alternative investment fund managers and administrators, and Hightower's client reporting support team to provide an accurate and streamlined reporting process

Create and document policies and procedures for data management, data integrity and quality assurance

Coordinate with Hightower's Field Supervision team to ensure Nucleus remains compliant with data retention and private asset valuation policies

Oversee control related tasks across the reporting functions to provide a single cohesive approach to reporting and audit protocols

Help evaluate and integrate new processes and technology solutions to increase efficiency in Nucleus' client reporting

Help with investment due diligence and markets research

Help with ad-hoc client reporting requests and projects

Qualification

Microsoft ExcelData analysisBlack Diamond softwareQuantitative skillsFinancial markets knowledgeEmpathyTeam collaborationCommunication skills

Required

Undergraduate Degree required, preferred in finance, accounting, statistics, engineering, or information technology, (provide GPA)

3+ years of professional experience

High proficiency with Microsoft Excel is required

Strong quantitative and financial skills

Comfort and proficiency with analyzing large data sets, in MS Excel

Methodical, thorough, and efficient in completing projects

Ability to identify patterns in the data and present and convey complex topics in an easy-to-understand manner

Interest in gaining knowledge about wealth management, portfolio allocation and alternative investments

Initiating projects and asking, 'How can I help?'

Desire to collaborate in small groups, move toward open dialogue and be surrounded by people equally inspired by learning

Comfort with and desire to give and receive feedback

Ability to foster relationships with teammates, clients, and third-party vendors

EQ, Attunement, and Empathy

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future

Preferred

Experience with Black Diamond's investment portfolio reporting software is preferred, but not required

Benefits

Coverage on the first day of employment for medical, dental, and vision insurance

Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Company

Hightower Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008

Westport, Connecticut, USA

201-500 employees