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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
Read Full Job Description

Technology we use

  • Engineering
  • Product
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • HTMLSLanguages
    • MATLAB Languages
    • AWSLanguages
    • ReactLibraries
    • SinatraLibraries
    • AngularJSFrameworks
    • 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

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!

Culture
Friends outside of work
Eat lunch together
Intracompany committees
- DIVE - Diversity, Inclusion, Values, Ethics - 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
Diversity
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
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 three-year period. Every employee is offered stock-options as a part of their initial offer!
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.
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
Parking
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
Our relocation assistance plan offers a maximum reimbursement of $2000.
Fitness Subsidies
There is a gym onsite with a one-time fee of $100.
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.

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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