Financial Analyst, Data Management & Reporting - Nucleus Advisors

Location: New York

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.

There is 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 DoEmbrace learning, lean into openness and team collaboration, and develop as a Nex Gen 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

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 knowledge

Exceptional attention to detail

Comfort and expertise with analyzing large datasets, in MS Excel Methodical, thorough, and efficient in completing projects

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

Can effectively balance multiple simultaneous priorities and deadlines with tight timelines

Interest in gaining knowledge about wealth management, portfolio allocation and…