Hybrid Investment Performance Analyst

Aon; Windsor (CT); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Wellness benefits

401K match

PTO with rollover

Holidays

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Performance Analyst to calculate and analyze performance metrics and support client reporting structures. The role collaborates with money managers, custodians, and Investment Consultants to ensure accurate data and timely responses.

The ideal candidate has a Finance/Economics background, knowledge of capital markets, and proficiency in Microsoft Excel. A collaborative, detail-oriented team player is essential for success in a hybrid work

Qualifications

• Bachelor's degree in Finance or Economics required.
• CIPM or CFA candidates are a plus.
• Internship or up to three years of investment consulting or financial industry experience preferred.
• Proficiency in Microsoft Suite and intermediate Excel required.
• Experience with CRM, Advent Black Diamond, Adobe, PARis, Canoe, and custodial portals is a plus.

Responsibilities

• Calculate, verify, and reconcile performance returns using custody data feeds and statements.
• Troubleshoot and provide solutions with money managers and custodians.
• Create and execute client reporting structures.
• Collect portfolio characteristics from external sources.
• Partner with Investment Operations to provide accurate data for client tasks.
• Respond to client requests in a timely manner.
• Support Investment Consultants.

Skills

Microsoft Suite

Excel

CRM experience

Capital markets knowledge

Education

Bachelor's Degree in Finance or Economics

CIPM or CFA candidates

Tools

Advent Black Diamond

PARis

Canoe

Adobe

Job description

Fiducient Advisors, part of Wealthspire, seeks a Performance Analyst to calculate and analyze performance metrics and support client reporting structures. The role collaborates with money managers, custodians, and Investment Consultants to ensure accurate data and timely responses.

The ideal candidate has a Finance/Economics background, knowledge of capital markets, and proficiency in Microsoft Excel. A collaborative, detail-oriented team player is essential for success in a hybrid work