Hybrid Investment Performance Analyst

Work180; Windsor (CO); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401K Plan with company match

Wellness Reimbursement Program

Employee Resource Groups

Professional Development DesignationRe

Mentorship Program

Cell Phone Reimbursement Program

Exclusive Wellness Programs

Job summary

Fiducient Advisors, part of Wealthspire, delivers wealth management and institutional advisory services across the US, Canada, and the UK. We seek a Performance Analyst to calculate and analyze performance metrics, prepare client reports, and collaborate with money managers and custodians to ensure data accuracy.

The role emphasizes teamwork, strong Excel/Microsoft Suite skills, and knowledge of capital markets, with a hybrid work model and competitive compensation.

Qualifications

• Bachelor’s degree in Finance or Economics is required.
• CIPM or CFA candidacy is a plus.
• Internship experience or up to three years in Investment Consulting or Financial Industry is preferred.
• Proficiency in Microsoft Suite and intermediate Excel knowledge is required.
• Prior experience with CRM, Advent Black Diamond, Adobe, PARis, Canoe, and custodial portals is a plus.
• Knowledge of capital markets including domestic/foreign equity, fixed income, and alternative investments.
• Hard-working with a collaborative approach and ability to work in a team environment.

Responsibilities

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

Skills

MS Excel

CRM experience

Financial analysis

Team collaboration

Problem-solving

Capital markets knowledge

MS Office

Education

Bachelor’s Degree in Finance or Economics

CIPM or CFA candidate

Internship/entry-level Investment Consulting

Tools

Advent Black Diamond

Adobe

PARis

Canoe

Custodial portals

Job description

Fiducient Advisors, part of Wealthspire, delivers wealth management and institutional advisory services across the US, Canada, and the UK. We seek a Performance Analyst to calculate and analyze performance metrics, prepare client reports, and collaborate with money managers and custodians to ensure data accuracy.

The role emphasizes teamwork, strong Excel/Microsoft Suite skills, and knowledge of capital markets, with a hybrid work model and competitive compensation.