Financial Analyst, Data Management & Reporting

Role Overview

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.

What You Will Do

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 and present data, and develop relationships with alternative investment fund managers and administrators.

Why It Might Be a Fit

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.

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 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 alternative investments
• Initiating projects and asking, “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 equally 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

Benefits

• Annual base salary of $100,000-$115,000 plus discretionary bonus, based on qualifications and experience
• 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)
• Potential hybrid model work schedule – minimum of 3 days in office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance