Hybrid Investment Performance Analyst

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

Benefits offered by this job

Hybrid work model (3 days in office, 2

Wellness programs

401K Plan with company match

Job summary

Fiducient Advisors, part of Wealthspire, seeks an Investment Operations professional to reconcile performance data, assist money managers and custodians, and build client reporting structures. The role emphasizes collaboration, accuracy, and timely client responses.

The ideal candidate has a finance/economics focus, relevant internships or up to 3 years in investment consulting, and proficiency in Excel/Microsoft Office. Experience with CRM, Advent Black Diamond, and custodial portals is a plus.

Qualifications

• Bachelor’s Degree required with a preferred concentration in Finance or Economics.
• CIPM or CFA candidates are a plus.
• Internship experience or up to three (3) years of Investment Consulting or Financial Industry Experience is preferred.
• Proficiency in Microsoft Suite and intermediate Excel knowledge is required.
• Previous CRM, Advent Black Diamond, Adobe, PARis, Canoe, and custodial portal experience is a plus.
• Fundamental knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments.
• Hard-working professional with a collaborative approach and a desire to work in a team environment.

Responsibilities

• Calculate, verify, and reconcile performance returns by utilizing custodial data feeds and statements.
• Troubleshoot and provide solutions in collaboration with money managers and custodians.
• Create and proactively execute client reporting structures.
• Collect portfolio characteristics for a variety of investments from outside sources.
• Partner with Investment Operations colleagues to provide accurate data for various client-related tasks.
• Respond to client requests in a timely and efficient manner.
• Support Investment Consultants.

Skills

Microsoft Office

Excel

Education

Bachelor’s Degree

CIPM or CFA candidate

Tools

CRM

Advent Black Diamond

Adobe

PARis

Canoe

Custodial portal

Job description

Fiducient Advisors, part of Wealthspire, seeks an Investment Operations professional to reconcile performance data, assist money managers and custodians, and build client reporting structures. The role emphasizes collaboration, accuracy, and timely client responses.

The ideal candidate has a finance/economics focus, relevant internships or up to 3 years in investment consulting, and proficiency in Excel/Microsoft Office. Experience with CRM, Advent Black Diamond, and custodial portals is a plus.