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
