Position: Associate Director, Portfolio Manager

Location: Nucleus is based in the heart of NYC's lively Chelsea neighborhood at
512 W 22nd Street, New York, NY 10017

Flexible schedule: We gather in our new office 2-4 days a week. #LI-Onsite

Nucleus is looking for a difference maker. We are looking for a senior leader to join our team of passionate professionals, all deeply committed to working with each other in a supportive, fun, and growth-oriented environment.

Ranked #45 nationally and #11 in New York as one of America's Top Wealth Advisory Firms by Forbes, Nucleus is helping our NexGen leaders win, supporting the success of our amazing clients, and promoting the vibrancy of the communities our artists, athletes, and advocates care for--from Chelsea to LA and beyond!

Nucleus' Mission

Nucleus is a highly seasoned transformational, multi-generational, multicultural Private Wealth Advisory firm with a vision to inspire NexGen leaders.

Our mission is to locate and connect with the world's entrepreneurs, artists, athletes, and advocates—each creating a legacy in their own unique ways—as we share our wisdom with the world.

The Nucleus Advisors 4.0 mission/vision is pointing us toward using digital technology to share our wisdom with all the North and South American talented creatives we can reach—inspiring and coaching them to pay attention to the tensions that may hold them back from creating a lasting legacy and making the greatest difference possible with the communities and small groups they love.

What follows is what we believe makes us, us as people, in no certain order: Connection, Depth, Curiosity, Direction and Withness®.

POSITION SUMMARY

The Associate Director, Portfolio Manager plays a crucial and strategic role at Nucleus and is central to implementing our growth strategy. The Associate Director reports to the Chief Investment Officer.

The Associate Director will be a collaborative leader and teammate and will support Nucleus as we develop new and enhance portfolio implementation and investment research capabilities, to ensure Nucleus remains on the path to preeminence in the wealth advisory industry.

Compensation for this position is $180,000 - $200,000 per year plus a discretionary bonus based on experience and qualifications.

What You'll Do

• Embrace learning, lean into openness and teamwork, and develop as a leader.
• Collaborate with Advisors to understand client goals and create and codify corresponding portfolio investment guidelines.
• Develop and enhance the portfolio monitoring process, to ensure client portfolios are managed with the stated long-term goals and short-term liquidity or other considerations.
• Perform investment manager research and analysis, with a focus on investment due diligence. Document investment manager meetings and present recommendations to the CIO.
• Implement asset allocation changes and rebalance portfolios to bring them in line with the target allocation.
• Perform an important role on the investment team in monitoring current investment solutions using Morningstar Direct or comparable investment analysis software.
• Create portfolio reallocation and tax-loss harvesting trading plans.
• Analyze prospective client portfolios and work with the Branding & Communications team to prepare presentation materials on Nucleus' recommendations and action steps.
• Assist clients and Advisors with ad-hoc economic or company-specific investment research and analysis requests.
• Build and grow relationships directly with clients and their trusted advisors (CPAs, Attorneys).
• Complete client-requested or bulk trades across several investment custodians.
• Collaborate on oversight and maintenance of an internal private funds data base.
• Help evaluate and integrate new processes and technology solutions to increase efficiency in Nucleus' investment research, analysis and reporting.

There will be opportunities to work with all members of the team to enhance knowledge of portfolio management and learn about trust and estate, insurance, tax, financial and philanthropic planning.

What You'll Bring

• Strong quantitative and financial skills
• Clear and concise communication skills to summarize and present data and investment recommendations to clients and Advisors
• Expert knowledge of traditional and alternative investments
• Firm understanding of macroeconomic factors and portfolio allocation principles
• Methodical, thorough, and efficient in completing projects
• Can balance multiple simultaneous priorities and deadlines with tight timelines
• The ability to challenge what you do not understand and cannot support
• Initiate projects and ask, "How can I help?"
• Perseverance and resourcefulness in problem solving
• Desire to collaborate in small groups, move toward open dialogue and be surrounded by people equally inspired by learning
• Comfort with and desire to give and receive feedback
• Ability to foster relationships with teammates, clients, and third-party vendors
• Attunement and Empathy

Education and Experience

• 10+ years of professional experience
• Series 7 and Series 66 registration required
• Attainment or pursuit towards a CFA, CFP® or CAIA designation is strongly preferred.
• High proficiency with Microsoft Excel is required
• Experience with Morningstar Direct and Black Diamond portfolio analysis and reporting software is preferred

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.


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