Hybrid Performance Analyst - Investment Reporting

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

Benefits offered by this job

401K Plan with company match

Wellness benefits

Professional development opportunities

Flexible work arrangement

Job summary

Fiducient Advisors, part of Wealthspire, is seeking a Performance Analyst to calculate and analyze a diverse set of performance data and analytical tools. The role collaborates with money managers, custodians, and investment operations to ensure accurate reporting and client service.

The position offers a hybrid work model (three days in-office, two remote), travel up to 5%, and a base salary range of $65,000-$90,000 with potential incentives.

Qualifications

• Bachelor’s degree in Finance or Economics completed.
• CIPM/CFA candidates are a plus.
• Internship or up to three years in Investment Consulting or Financial Industry preferred.
• Proficiency in Microsoft Suite with intermediate Excel knowledge required.
• CRM, Advent Black Diamond, Adobe, PARis, Canoe and custodial portal experience a plus.
• Fundamental knowledge of capital markets domestic/foreign equity, fixed income and alternatives.

Responsibilities

• Calculate, verify and reconcile performance returns using 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 investments from outside sources.
• Partner with Investment Operations colleagues to provide accurate data.
• Respond to client requests in a timely and efficient manner.
• Support Investment Consultants.

Skills

Team oriented

Detail oriented

Excellent follow-up skills

Customer service skills

Adaptability

Problem-solving

Strong communication

Education

Bachelor’s Degree in Finance or Economics

CIPM or CFA candidates are a plus

Tools

Microsoft Office

CRM

Advent Black Diamond

Adobe

PARis

Canoe

Job description

Fiducient Advisors, part of Wealthspire, is seeking a Performance Analyst to calculate and analyze a diverse set of performance data and analytical tools. The role collaborates with money managers, custodians, and investment operations to ensure accurate reporting and client service.

The position offers a hybrid work model (three days in-office, two remote), travel up to 5%, and a base salary range of $65,000-$90,000 with potential incentives.