Overview In this role you will support the growth of Nucleus by building and enhancing internal and client-facing portfolio reporting, data management, and research capabilities. You'll collaborate with the Client Portfolios team to ensure accurate, timely reporting and compliance, helping Nucleus maintain leadership in the wealth advisory industry. You will work across asset classes including alternative investments, and partner with fund managers, administrators, and support teams to streamline processes. This role offers learning across portfolio allocation, alternative investments, and wealth planning in a collaborative Chelsea-based environment.
Compensation / Benefits- medical/dental/vision insurance on day one
- paid parental leave
- hybrid work model (minimum 3 days in office)
- 401k matching
- HSA employer contributions
- student loan assistance
Responsibilities- Prepare monthly and quarterly client portfolio reports with Analysts and Associates
- Collect, consolidate, and present data on transactions and valuations for alternative investments
- Integrate new accounts and private investments into portfolios and reporting
- Maintain and support client portal users
- Perform quality checks for accuracy and timeliness of transaction and performance data
- Develop relationships with alternative investment managers, administrators, and Hightower's reporting team to streamline processes
- Create and document data management, integrity, and quality assurance policies
- Coordinate with Field Supervision to ensure data retention and valuation policy compliance
- Oversee control-related tasks across reporting and audit protocols
- Evaluate and integrate new processes and technology to improve efficiency in client reporting
- Assist with investment due diligence and markets research
- Support ad-hoc client reporting requests and projects
Key requirements- Strong quantitative and financial knowledge
- Exceptional attention to detail
- Proficiency in analyzing large datasets in MS Excel
- Methodical and efficient project execution
- Ability to present complex topics clearly
- Ability to manage multiple priorities with deadlines
- Interest in wealth management and alternative investments
- Proactive, collaborative mindset and problem solving
- Professionalism with strong communication and relationship skills
- Comfort with feedback and teamwork
- 3+ years of professional experience
- High proficiency in MS Excel
- Experience with Black Diamond reporting software preferred but not required
- Attention to detail
- Collaborative mindset
- Effective communication
- MS Excel proficiency
- Data analysis and data management
- Portfolio reporting knowledge
