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Type of Role: InvestmentsResearch

Experience Level: VP/Principal/Director

Location: Philadelphia, Pennsylvania

Salary: $187K - $234K

NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions. NexWealth has locations in Philadelphia and Palm Beach Gardens, Florida.

About the job

NexWealth, a multi-family office, is currently seeking a Director of Investment Research with a Chartered Financial Analyst® (CFA) designation that meets the criteria below. This individual will work directly with high-net-worth clients and their outside advisors to help achieve their financial goals. Working as part of a multi-family office team, you must possess superior communication skills and attention to detail, as well as a relentless intellectual curiosity and drive to excel at the highest level in delivering the best service to our clients. The position is located in the Firm’s Philadelphia office.

Requirements:

  • Bachelor’s degree
  • CFA® designation
  • 7+ years’ experience conducting investment manager due diligence
  • 7+ years’ experience as a client-facing research analyst
  • Proficiency in Excel; prior use of research, trading, rebalancing, performance reporting software
  • Must be comfortable communicating with clients and have strong interpersonal skills
  • Must be organized with strong attention for detail
  • Ability to work independently, yet possess flexibility to work well within a team
  • Work out of the Firm’s Philadelphia office

Responsibilities include, but not limited to, the following:

  • Comprehensive Investment Manager due diligence
  • Client portfolio construction and creating client portfolio recommendations
  • Monitoring industry publications for pertinent information
  • Developing manager and strategy-specific expertise and providing clients and research team with timely and insightful data points
  • Maintaining information systems with heavy emphasis on maintaining a proprietary database, in order to capture the universe of available investment opportunities
  • Maintaining a variety of portfolio analytic reports on investment managers and client portfolios
  • Managing prime brokerage/capital introduction relationships