ABOUT US

NextCapital's Digital Advice Platform is a holistic service built around the investor, providing world-class advice at an affordable price. It is the only service that offers integrated planning, advice, and portfolio management capabilities. Because of the breadth of advice services, NextCapital serves a broad range of investor types, from the low-balance beginning investor to the sophisticated high net worth investor.

JOIN OUR TEAM

We are seeking a self-driven, talented individual to support senior investment professionals in the management and oversight of the firm's defined contribution investment management platform. The Workplace Operations Analyst assists the Software Delivery team with monitoring transactions and advice; supports operations and client service efforts; coordinates with the portfolio management and Technology groups to ensure the quality of our investment processes and client experience

Learn more about NextCapital at www.themuse.com/companies/nextcapital

Requirements

WHAT YOU'LL DO

• Help design and create specifications for processes, tests, and tools to support and scale the workplace management and service functions
• Facilitate onboarding support and setup for new recordkeepers and plans
• Facilitate the ongoing support for clients and advisory partners
• Help design, develop, and test solutions for clients' plan features and investment requirements to ensure the success of the workplace managed account program implementation
• Help design and develop analytical tools and metrics to monitor and ensure fiduciary quality while maintaining efficiency of transactions and printed statement processing
• Create and run database queries to investigate, resolve and track issues with a goal to formalize into an automated reporting structure
• Assist in compliance related activities
• Other projects as assigned

WHO WE'RE LOOKING FOR

• Minimum 2 years relevant experience in the investment management industry.
• BA/BS with strong analytical and quantitative skills and progress towards a CFP, CFA or other investment related certifications or desire to pursue is a plus.
• Proficient with tools of the trade, including Excel, SQL Developer, and 401(k) recordkeeping operations.
• Good understanding of 401(k) plan administration a plus, but not required.
• Good understanding of portfolio theory and knowledge of financial instruments.
• Good understanding of RIA daily client operations management.
• Good understanding of the Investment Advisers Act of 1940 and SEC compliance.
• Basic understanding of retirement plans structures and features.
• Comfortable and thrives in a fast-paced, entrepreneurial environment.
• Strong problem solving skills, team-oriented, and collaborative.
• Analytical and detail-oriented.
• Series 65 is a plus.

Benefits

WHY YOU'LL LOVE IT

• Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
• Enjoy a laid back work environment & learn from FinTech’s best & brightest
• Receive great benefits like stock options, 401(k) match, and employer contributions to health, dental and vision coverage
• Join a fast growing company where you can have a real impact on the company's future
• Participate in company-sponsored cornhole leagues, company outings, wine tastings, fantasy football leagues, hackathons and other fun events
• Enjoy a newly built out office on Michigan Avenue with a view of Millennium Park and Lake Michigan.
• Sip locally roasted coffee, kombucha, or craft beer at your modular sitting/standing desk
• Participate in women in tech events and service days at local organizations
• Enjoy monthly, company wide, guided meditation sessions