NexWealth is an RIA/multi-family office and is currently seeking a Manager of Investment Due Diligence with a CFA designation that meets the criteria below. This individual will work out of the firm's Philadelphia office and must have prior experience at an RIA, family office, multi-family office, wealth management, or similar firm.
Responsibilities include, but not limited to, the following:
- Lead and work closely with a team of fellow research analysts
- Monitor industry news
- Work directly with high-net-worth clients and their outside advisors
- Conduct comprehensive investment manager due diligence
- Perform due diligence on new and existing investments
- Leverage research systems to provide qualitative/quantitative analysis to support investment manager and investment strategy selection recommendations and terminations
- Maintain a database to capture the universe of investment opportunities
- Develop manager and investment strategy-specific expertise to provide clients and the research team with commentary and data points
- Investment Manager due diligence reviews, research reports, manager attribution analysis
- Maintain analytic reports on investment managers
- Manage prime brokerage capital introduction relationships
- Create recommendations for client portfolios
- Client portfolio construction
Requirements
- Bachelor’s degree
- CFA® designation
- Minimum of 5-7 years conducting investment manager due diligence
- Experience working with and comfort communicating with high net worth clients
- Work in firm’s Philadelphia office (this is not a remote position)
- Organized and detail-oriented
- Team player
- Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations.
About the Firm
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, Pennsylvania and Palm Beach Gardens, Florida.
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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.
