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
Prepare monthly and quarterly client portfolio reports, collect and present data tracking transactions and valuation updates for alternative investments, 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, with a keen interest and curiosity about financial markets and personal finance topics.
Requirements
- Undergraduate degree required (provide GPA)
- 3 or more years of professional experience
- High proficiency with Microsoft Excel is required
- Experience with Black Diamond’s investment portfolio reporting software is preferred, but not required
Benefits
- Annual base salary of $100,000-$115,000 plus discretionary bonus
- 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
To apply for this job please visit jobs.dayforcehcm.com.
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