Investment Performance Analyst

Socket.dev; Windsor (CT); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401K plan with company match

Wellness programs

Fertility assistance

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Performance Analyst to calculate and analyze diverse performance data, collaborating with money managers, custodians, and investment consultants. The role emphasizes accuracy, reporting, and data integrity across domestic and international investments.

The ideal candidate has a Finance/Economics background with internship or early career in investment consulting or financial services, proficient Excel skills, and CRM/tool experience.

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

Financial analysis

CRM familiarity

Communication

Education

Bachelor’s degree in Finance or Economics

CIPM or CFA candidates a plus

Internship experience or up to 3 years in Investment Consulting/Financial Industry

Tools

CRM

Advent Black Diamond

Adobe

PARis

Canoe

Job description

Fiducient Advisors, part of Wealthspire, seeks a Performance Analyst to calculate and analyze diverse performance data, collaborating with money managers, custodians, and investment consultants. The role emphasizes accuracy, reporting, and data integrity across domestic and international investments.

The ideal candidate has a Finance/Economics background with internship or early career in investment consulting or financial services, proficient Excel skills, and CRM/tool experience.