Investment Performance Specialist

Fiducient Advisors; Chicago (IL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Exclusive Wellness Benefit Programs

Professional Development Designation

Employee Resource Groups & Mentorship

Job summary

Fiducient Advisors is seeking a Performance Analyst to calculate and analyze diverse performance data and analytical tools. The role supports Investment Consultants and collaborates with money managers, custodians, and Investment Operations to deliver accurate client reporting and insights.

The position requires a Bachelor’s degree in Finance or Economics, with CIPM/CFA candidates a plus, and up to 3 years of related experience.

Qualifications

• Bachelor’s degree required; finance/economics preferred.
• CIPM or CFA candidates are a plus.
• Internship or up to 3 years of investment consulting/financial industry experience 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.

Responsibilities

• Calculate, verify, and reconcile performance returns using custodial data feeds and statements.
• Troubleshoot and provide solutions with money managers and custodians.
• Create and proactively 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 in a timely and efficient manner.
• Support Investment Consultants.

Skills

Capital markets knowledge

Team collaboration

Detail-oriented

Adaptability

Excel knowledge

Education

Bachelor’s Degree in Finance or Economics

CIPM or CFA candidate

Internship or 3 years in Investment Consulting/Financial Industry

Tools

Microsoft Office Suite

Advent Black Diamond

CRM

Adobe

PARis

Canoe

Custodial portals

Job description

Fiducient Advisors is seeking a Performance Analyst to calculate and analyze diverse performance data and analytical tools. The role supports Investment Consultants and collaborates with money managers, custodians, and Investment Operations to deliver accurate client reporting and insights.

The position requires a Bachelor’s degree in Finance or Economics, with CIPM/CFA candidates a plus, and up to 3 years of related experience.