Client Operations Analyst

| Chicago

JOIN OUR TEAM

NextCapital is seeking a Client Operations Analyst to support senior investment professionals in the management and oversight of the firm's investment management process. The individual fulfilling this position will assist the Service Delivery team in monitoring transactions and advice; support operations, sales and client efforts; coordinate with the portfolio management and Technology groups to ensure quality of the investment processes and client experience.

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
  • Respond to client and advisory partners needs/requests in a timely and professional manner
  • Work with custodial services team to service account issues
  • Prepare client statements/tax reports/invoices
  • Process account paperwork for new and existing clients
  • Help develop processes to ensure quality and efficiency in servicing clients
  • Keep client operation processes up to date with features/services offered by custodial partners
  • Act as key liaison with firm’s portfolio administration software team
  • Assist in compliance related activities
  • Other projects as assigned

Requirements

WHO WE'RE LOOKING FOR

  • You have a BA/BS with strong analytical and quantitative skills.
  • You are proficient with tools of the trade, including Excel, Portfolio Accounting System(s) (PAS), Customer Relationship Management (CRM) systems, Registered Investment Advisor (RIA) operations and custodial portals such as TD Ameritrade VEO or Pershing NetX360.
  • You have a good understanding of portfolio theory and knowledge of financial instruments.
  • You have a good understanding of RIA daily client operations management.
  • You have basic understanding of ERISA retirement plans structures and features.
  • You ideally have 1-2 years’ experience in the financial services industry.
  • You are comfortable and thrive in a fast-paced, entrepreneurial environment.
  • You possess strong interpersonal skills, team-oriented, and collaborative.
  • You are analytical and detail-oriented.
  • You have excellent communication and problem solving skills.

Benefits

WHY YOU’LL LOVE IT

  • Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
  • Avoid the bureaucracy that slows down larger companies
  • Receive great benefits like stock options, employer 401(k) match, and employer contributions to health, dental and vision coverage
  • Enjoy a laid back work environment surrounded by top quality researchers & engineers that enjoy working with each other
  • Get in on the ground floor of a growth stage company where you can have a real impact on the company's future
  • Participate in company-sponsored cornhole leagues, Thursday After Hours (cards, video games, treats), fantasy football leagues, hackathons and other fun events.
  • Sip locally roasted coffee or espresso at your modular sitting/standing desk
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Location

Located on Michigan Avenue, right across the street from Millennium Park and Pritzker Pavilion with an unobstructed view of the lake.
104 S. Michigan Ave., Chicago, IL 60603

Insider's spotlight

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

What are NextCapital Perks + Benefits

Health Insurance & Wellness Benefits
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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