NexWealth, a boutique registered investment advisor and multi-family office, is seeking a motivated Junior Analyst to work closely with firm leadership in supporting our high-net-worth and ultra-high-net-worth client base. This role offers meaningful exposure to the core functions of a family office environment, including asset allocation, portfolio analytics, performance reporting, trust and estate planning coordination, and regulatory compliance. The ideal candidate is highly detail-oriented, professional, intellectually curious, and eager to learn. This individual should thrive in a fast-paced, collaborative setting, demonstrate a strong work ethic, communicate clearly and confidently in both written and verbal contexts, and be comfortable interacting with clients and senior professionals. Qualifications Bachelor's degree in finance, economics, or a related field with high GPA Mandatory experience working (2-yr minimum) at a Registered Investment Advisory firm or family office (applicants without this experience will not be considered) Minimum 3-year experience in financial services industry Strong attention to detail while working at a fast pace Strong fluency with Excel formulas and functions Proficiency with Microsoft Office suite including Excel, PowerPoint, Word Ability to analyze and do computations on financial data Learn and adapt to new software systems quickly Responsibilities Work closely with the team to provide service and support functions such as portfolio analysis, trading, money movement, account creation and maintenance, and client/prospect meeting preparation Work closely with team on portfolio reporting and creating investor reports Participate in client meetings when necessary Provide client relationship support, assist in client conversations, and provide analytic and account-related financial information Identify and drive process improvements, including the creation of standard and ad-hoc reports Assist in daily/monthly/quarterly maintenance of custodial, reporting and CRM systems NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law. No recruiters for this search, please.
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