Who we are

Founded in 1999, Next Capital Management is an independent, SEC Registered Investment Advisor that offers investment and advisory services to high-net worth individuals, families, trusts, and businesses in a multi-family office style approach. At Next Capital, we strive to deliver a thoughtful, customized wealth management experience. We foster a collaborative atmosphere that is both dynamic and professional.

Who we’re looking for

An energetic Analyst to join our New York City firm who will help implement investment recommendations, create prospective client proposals, and assist with the operational aspects of managing client accounts.

This position is on a Financial Advisor career track and has significant upward potential. Our dynamic culture creates a hands-on training opportunity for highly motivated self-starters interested in the wealth management industry.

Duties and Responsibilities

Client Account Administration: Handle trading and portfolio reporting.
Investment Portfolio Implementation: Work with the Advisor to create custom portfolios that adhere to the firm’s guidelines.
Portfolio Rebalance Recommendations: Monitor client portfolios and propose changes as appropriate.
Client Relationship Management: Work with the Advisor to maintain and develop client relationships.
Prospective Client Proposals: work with the Advisor to create presentations for prospective clients.
Data Management: Assist with the maintenance of investment performance and other data.

Desired Skills and Experience

Applicants should have all of the following:

Undergraduate degree from an accredited college in Finance or a related field with strong academic credentials
Up to 1-2 years experience in financial services
Focus on Wealth Management as a career
Strong written, verbal and presentation skills, including the ability to simplify difficult financial concepts to educate a less experienced audience
Proficiency in excel
Detail-oriented, self-starter, takes initiative
Team player, collaborative, able to work with others
Accurate, organized, able to set priorities
Of the highest integrity
Maintain a “Client-first attitude”
Desire and ability to grow in a small company environment

Next Capital Management LLC

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Next Capital Management LLC | Analyst