Financial Analyst, Data Management & Reporting - Nucleus Advisors

Nucleus Overview And Mission Nucleus Advisors is a seasoned, transformational, multi-generational, multi-cultural Private Wealth Advisory business with a vision to make a difference with each of our clients and inspire collaboration across generations to create lasting legacies. Our mission is to locate and connect with the world's entrepreneurs, artists, athletes, and advocates – each creating a legacy in their own ways – and guide them on their journey. With everything we do, we lean into our values of Connection, Direction, Depth, Curiosity and Withness®. Location: Join us in our Chelsea HQ at 512 W 22nd Street, 7th Floor, New York, NY Position Summary The Financial Analyst, Data Management and Reporting role plays a crucial and strategic role at Nucleus and is central to implementing our growth strategy. You will report to the Director of our Client Portfolios team. The Financial Analyst will be a proven and collaborative teammate and will support Nucleus as we develop new and enhance current internal and client-facing portfolio reporting, implementation, and research capabilities, to ensure Nucleus remains on the path to preeminence in the wealth advisory industry. You will allow for a flexible in-office schedule, with a requirement of at least three days a week in the office, located in the heart of NYC's lively Chelsea neighborhood. What You'll Do Embrace learning, lean into openness and team collaboration, and develop as a NexGen leaderWork with Nucleus' Analysts and Associates to prepare monthly and quarterly client portfolio reportsCollect, 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 reportingHelp with the maintenance and support with Nucleus' client portal usersPerform regular quality checks to ensure alternative investment transactions and performance data is accurate, complete, reliable, and timelyDevelop relationships and work with alternative investment fund managers and administrators, and Hightower's client reporting support team to provide an accurate and streamlined reporting processCreate and document policies and procedures for data management, data integrity and quality assuranceCoordinate with Hightower's Field Supervision team to ensure Nucleus remains compliant with data retention and private asset valuation policiesOversee control related tasks across the reporting functions to provide a single cohesive approach to reporting and audit protocolsHelp evaluate and integrate new processes and technology solutions to increase efficiency in Nucleus' client reportingHelp with investment due diligence and markets researchHelp with ad-hoc client reporting requests and projects There will be opportunities to work with all members of the team and learn about asset allocation, portfolio management, alternative investments, and trust and estate, insurance, tax, financial and philanthropic planning. You are one that is committed to making a positive difference for clients in the wealth management industry. You have a keen interest and curiosity about financial markets and personal finance topics. What You'll Bring Strong quantitative and financial knowledgeExceptional attention to detailComfort and expertise with analyzing large datasets, in MS ExcelMethodical, thorough, and efficient in completing projectsAbility to identify patterns in the data and effectively present and convey complex topics in an easy-to-understand mannerCan effectively balance multiple simultaneous priorities and deadlines with tight timelinesInterest in gaining knowledge about wealth management, portfolio allocation and alternative investmentsInitiating projects and asking, “How can I help?”Perseverance and resourcefulness in problem solvingDesire to collaborate in small groups, move toward open dialogue and be surrounded by people equally inspired by learningComfort with and desire to give and receive feedbackAbility to foster relationships with teammates, clients, and third-party vendorsProfessionalismEQ, Attunement, and Empathy Education And Experience Undergraduate degree required (provide GPA)We prefer a degree in finance, accounting, statistics, engineering, or information technology.3 or more years of professional experienceHigh proficiency with Microsoft Excel is requiredExperience with Black Diamond's investment portfolio reporting software is preferred, but not required What We Offer Annual base salary of $100,000-$115,000 plus discretionary bonus, based on qualifications and experienceCoverage on the first day of employment for medical, dental, and vision insurancePaid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)Potential hybrid model work schedule – minimum of 3 days in office401k matching planHSA employer contributionsStudent loan assistancePet insurance Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC. AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. 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.