Advice and Investment Analyst

| Chicago | Remote
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NextCapital is the leader in enterprise digital advice. NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors, whether they’re saving for retirement in a 401(k) or IRA or investing in a taxable brokerage account. Our open-architecture digital advice solution provides better outcomes for our partners and individual investors by offering integrated account aggregation, analytics, planning and portfolio management, and customizable advice methodology and fiduciary roles.

Learn more about NextCapital at


NextCapital is seeking an Advice and Investment Analyst to join NextCapital Advisers’ Advice Finance team. The Advice Finance team is responsible for NextCapital Advisers’ proprietary advice and investment methodology, and plays an instrumental role in working with Partner institutions in developing and maintaining advice solutions even when NextCapital Advisers is not playing a fiduciary role. The Advice Finance team is made up of both quantitative and qualitative experts with experience in a variety of financial disciplines, working together to facilitate the delivery of personalized planning and managed account solutions across ‘workplace’ and ‘retail’ management opportunities.


  • Add value by serving as a primary point of contact, both internally and externally, on NextCapital Advisers’ methodology. You will:
    • Be in charge of responding, or coordinating responses, to external-facing requests for information, including structured due diligence requests (RFPs, proposals) as well as ad hoc questions from existing Partners.
    • Curate and enhance internal reference materials (FAQ repositories, etc).
    • Develop and maintain advice training programs for varied audiences (advisors, investors, sales people) working in close conjunction with NextCapital marketing and documentation teams.
    • Work closely as a liaison between NextCapital Advisers’ research and NextCapital Group’s marketing department, helping to demonstrate the value of NextCapital’s advice and digital solutions to internal and external stakeholders.
  • Support business growth by overseeing and managing new Partner methodology due diligence and configuration of advice solutions on NextCapital’s platform. This involves managing large-scale projects and communicating with external and internal stakeholders on a regular basis.
  • Maintain the high-quality solutions by managing NextCapital Advisers’ ongoing methodology maintenance and enhancements.
    • Work with team members to maintain existing methodology, including updating key configuration data and monitoring existing solutions, as defined by existing policies and procedures.
    • Work closely with existing team members to enhance existing, or develop new, methodology and corresponding operating procedures as business need requires.
  • Demonstrate subject matter expertise by authoring varied forms of internal and external documentation, including methodology white papers, reports, and slide presentations for internal and external audiences.
  • Serve as a primary content provider to NextCapital’s internal Investment Committee, as well as external partner oversight committees.
  • Assist with quantitative and qualitative research to support appropriate investment selection for a wide range of asset allocation models.
  • Assist with maintenance of the investment research agenda, participate in research projects, and communicate the results.


We believe in using the best tool for the job, and also relying on the strengths of our team. Here are the key technologies that we use everyday:

  • Google Drive
  • Confluence
  • Jira
  • Matlab
  • Ruby/JRuby
  • Java
  • Git/Github
  • Teamcity



  • Experience
    • You have at least 3-5 years + of directly relevant work experience in the retirement planning industry, financial markets, or equivalent areas.
    • You have directly applicable communication experience, such as authoring reports or white papers for publication, presenting professional materials at industry conferences, etc.
    • You have a comprehensive and thorough understanding of financial markets with a detailed knowledge of security analysis and portfolio analytics.
    • Plus: You have previous experience with creating and maintaining database and investment procedures, including corresponding documentation.
    • Plus: You have previous retirement financial planning experience
    • Plus: You have programming experience, or ability to interact with programmers working in analytic languages (Matlab, R, Python, etc.) and work with databases.
  • Education
    • A bachelor’s degree in a relevant field, or relevant work experience as mentioned above.
    • You’re a strong candidate if you are on track for industry certifications, such as CFA, SOA, CFP, CPA, FRM, CRPC, CIPM etc. Passage of CFA level I (or progress on other relevant certification) preferred.
    • A master’s degree in finance/financial engineering, (financial) economics, physical sciences, engineering, mathematics, or equivalent experience, is a plus.
  • Traits/Skills
    • You have outstanding communication skills (both written and verbal).
    • Exceptional analytical, critical thinking, and quantitative skills.
      • You have the ability to work with numbers and data sets and have at least a basic understanding of statistical analysis.
    • You are highly self-motivated and have the ability to work independently.
    • You have sharp analytical abilities, which allows you to identify and proactively solve problems.
    • You thrive in a fast paced environment and are able to pivot efficiently when priorities change.


  • Senior level analyst roles within NextCapital Advisers.
  • Participation / seats on various internal committees.
  • Opportunity to cross-train on areas of interest, including programming / data analysis, and contribute to the team’s research agenda and potential publications.



  • Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people.
  • Receive great benefits like stock options, employer 401(k) match, and employer contributions to health, dental and vision coverage.
  • Enjoy a stimulating work environment surrounded by top quality researchers and engineers that enjoy working with each other towards a common goal.
  • Get in on the ground floor of a growth stage company where you can have a real impact on the company's future.
  • When the COVID-19 pandemic cools down, participate in company-sponsored cornhole leagues, company outings, wine tastings, fantasy football leagues, hackathons and other fun events
  • When our pandemic ‘remoteness’ ends, enjoy a newly built out office on Michigan Avenue with a view of Millennium Park and Lake Michigan
  • And, yes, when we’re able to safely re-convene in a physical space, 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
  • Relax with monthly, company wide, guided meditation sessions
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • HTMLSLanguages
    • MATLAB Languages
    • AWSLanguages
    • ReactLibraries
    • SinatraLibraries
    • AngularJSFrameworks
    • Ruby on RailsFrameworks
    • ConfluenceManagement
    • JIRAManagement
    • SalesforceCRM


Located on Michigan Avenue, right across the street from Millennium Park and Pritzker Pavilion with an unobstructed view of the lake.

An Insider's view of NextCapital

What's the biggest problem your team is solving?

My team works on various problems. One that I am working on right now is enabling automated testing for users enrolled in workplace plans, ensuring that testers can create users with plans, as well as creating an automated enrollment process.


Software Engineer II

How has your career grown since starting at the company?

I started at NC as a FullStack Product Designer, which gave me insight into how models form NC’s stack – driving creation of features with value to partners. Then, I moved into leadership by owning the ideation of individual features and facilitating their scoping, design, and development. Now, I’m managing an Agile team for delivery of milestones.


Delivery Manager

What’s the vibe like in the office?

NextCapital's offices are very open and collaborative spaces. The environment complements our corporate culture and reflects part of our mission to be transparent.


Platform Engineer

What are NextCapital Perks + Benefits

NextCapital Benefits Overview

NextCapital offers phenomenal healthcare benefits, as well as flexible work hours (core business hours are between 9:30-4:00), a super relaxed dress code, and a generous PTO policy that includes unlimited sick days and work-from-home opportunities (so long as you get prior manager approval). A liberal parental leave policy for new parents is also in place.

With an on-site gym just one floor down, it's easy to stay active if you want to step away from your standing/sitting desk for a bit - or walk across the street to Millennium Park to take in the glory of the bean during your lunch break.

Other fun perks include beer and kombucha on tap, as well as espresso. Awesome company events like happy hours, intramural sports leagues (softball, bowling, and volleyball), and poker, board games, and euchre nights will be on your calendar. Come join in on the fun!

Friends outside of work
Eat lunch together
Intracompany committees
- DIVE - Diversity, Inclusion, Values, Equity - Monthly Women's Lunches
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Unconscious bias awareness is a part of our interview training.
Diversity Employee Resource Groups
DIVE Group - Diversity, Inclusion, Values, & Equity
Hiring Practices that Promote Diversity
Diverse hiring panel, removal of candidate photos, unconscious bias training of the hiring team, rubrics & scorecards to allow objective evaluations and identify potential bias
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
NextCapital employees can contribute up to $2750 annually to their FSA.
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Team workouts
We participated in the JP Morgan Corporate Challenge this year! And with a gym right downstairs, it's convenient to exercise alongside your teammates! We also host a guided weekly meditation session.
Retirement & Stock Options Benefits
401(K) Matching
NextCapital provides employees with a 401(k) matching plan. We match 5% of contributions up to 5% of an employee's annual gross pay.We
Company Equity
NextCapital offers stock-options through its employee profit sharing program, including vesting over a four-year period. Every employee is offered stock-options as a part of their initial offer!
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 4 weeks of parental leave for the primary caretaker. After that, you can come back part time or work from home to ease back into things. 2 weeks for the secondary caretaker.
Flexible Work Schedule
Core hours are from 9:30 am to 4:00 pm. As long as you are online and available during that time and get your 40 hours in - you can arrive and leave the office whenever suits your schedule.
Remote Work Program
Our remote work program includes unlimited opportunity to work from home. We are a collaborative environment, but feel free to work remote on occasion, so long as you get prior manager approval.
Family Medical Leave
All employees receive 5 days of family sick time.
Return-to-work program post parental leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Employees receive unlimited sick days.
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Happy Hours
Recreational Clubs
NextCapital sponsors seasonal Intramural sports (bowling, softball, volleyball), as well as weekly euchre nights and occasional board game and poker nights. There are also book and film clubs.
Relocation Assistance
Fitness Subsidies
There is a gym onsite with a one-time fee of $100.
Home Office Stipend for Remote Employees
New and current employees are reimbursed for any office supplies/furniture that is needed for their home office.
Professional Development Benefits
Job Training & Conferences
All new employees become graduates of NextCapital University. NCU is a week-long crash course-load of information that will set you up for success here at NextCaptial.
Diversity Program
Lunch and learns
NextCapital hosts brown-bags on a variety of topics as they come up.
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring. On day one you will be given an individual mentor who will work very closely with you for your first 30+ days.
Time allotted for learning
NextCapital allows employees to set aside 10% of working hours for learning.

Additional Perks + Benefits

120 degree sit/stand modular desks. Awesome work/life balance. Local coffee, espresso, cold brew/iced tea, and beer. Stock options for every employee. A generous Parental Leave Policy.

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