Workplace Operations Analyst

| Chicago

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're seeking a 401(k) Portfolio Operations Analyst to support senior investment professionals in the management and oversight of the firm's defined contribution investment management process.You will assist with monitoring transactions and advice; support operations and client efforts; coordinate with the portfolio management and Technology groups to ensure quality of the investment processes and client experience.

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

Requirements

WHAT YOU'LL DO

  • Assist in the design and creation of specifications for processes, tests, and tools to support and scale the portfolio management and service functions.
  • Participate in the on-boarding support and setup for new recordkeepers and plans.
  • Participate in 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 managed account program implementation.
  • Help design, 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.
  • 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 interpersonal skills, team-oriented, and collaborative.
  • Analytical and detail-oriented.
  • Excellent communication and problem solving skills.
  • 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
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Technology we use

  • Engineering
  • Product
    • JavaLanguages
    • JavascriptLanguages
    • HTMLSLanguages
    • MATLAB Languages
    • ReactLibraries
    • Ruby on RailsFrameworks
    • JIRAManagement

Location

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 are some social events your company does?

Cornhole and ping pong tournaments, game nights, film and book clubs, music at the park in the summer, Whirlyball winter party, karaoke, wine tastings, an epic Halloween party.. just to name a few!

Emily

Employee Experience Assistant

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.

Blake

Delivery Manager

What are NextCapital Perks + Benefits

Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Vacation & Time Off Benefits
Generous PTO
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Happy Hours
Parking

Additional Perks + Benefits

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

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