Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Financial Analyst, Data Management & Reporting - Nucleus Advisors role.

Rezi rewrites your resume against Hightower's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Financial Analyst, Data Management & Reporting - Nucleus Advisors posting at Hightower — free, in seconds.

About the Role

The Financial Analyst, Data Management and Reporting role is crucial and strategic to Nucleus, supporting the implementation of its growth strategy. You will report to the Director of Client Portfolios and help enhance internal and client-facing portfolio reporting, implementation, and research capabilities.

Responsibilities

Prepare monthly and quarterly client portfolio reports.
Collect, consolidate, and present data tracking transactions and valuation updates for alternative investments.
Integrate new accounts and private investments into Nucleus' portfolios and reporting.
Maintain and support Nucleus' client portal users.
Perform regular quality checks to ensure alternative investment transaction 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 compliance with data retention and private asset valuation policies.
Oversee control-related tasks across reporting functions for a cohesive reporting and audit protocol.
Evaluate and integrate new processes and technology solutions to increase efficiency in client reporting.
Assist with investment due diligence and markets research.
Assist with ad-hoc client reporting requests and projects.
Embrace learning, lean into openness and team collaboration, and develop as a NexGen leader.

Requirements

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 data and effectively present complex topics in an easy-to-understand manner.
Ability to balance multiple simultaneous priorities and deadlines with tight timelines.
Interest in gaining knowledge about wealth management, portfolio allocation, and alternative investments.
Initiate projects and ask, “How can I help?”.
Perseverance and resourcefulness in problem-solving.
Desire to collaborate in small groups, move toward open dialogue, and be surrounded by people inspired by learning.
Comfort with and desire to give and receive feedback.
Ability to foster relationships with teammates, clients, and third-party vendors.
Professionalism.
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.

Skills

MS Excel
Data Management
Data Integrity
Quality Assurance
Client Reporting
Portfolio Reporting
Investment Due Diligence
Markets Research

Location

Chelsea HQ, 512 W 22nd Street, 7th Floor, New York, NY

Work Type

Hybrid
Flexible in-office schedule (minimum 3 days/week)

Experience Level

3 or more years of professional experience

Education Level

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

Salary/Compensations

$100,000-$115,000 plus discretionary bonus

Benefits

Medical, dental, and vision insurance coverage from day one
16 weeks paid parental leave for primary caregiver
8 weeks paid parental leave for secondary caregiver
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

About the Company

Nucleus Advisors is a seasoned, transformational, multi-generational, multi-cultural Private Wealth Advisory business.
Founded in 2008, Hightower is a wealth management firm providing 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 community of independent-minded wealth advisors to grow their businesses and help clients achieve their financial vision.
Based in Chicago with advisors across the U.S., Hightower operates as a registered investment advisor (RIA).
Hightower Advisors, LLC is an SEC registered investment adviser.
Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Equal Opportunity

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.