Performance Analyst

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

Benefits offered by this job

Wellness benefits

401K match

PTO with rollover

Holidays

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Performance Analyst to calculate and analyze performance metrics and support client reporting structures. The role collaborates with money managers, custodians, and Investment Consultants to ensure accurate data and timely responses.

The ideal candidate has a Finance/Economics background, knowledge of capital markets, and proficiency in Microsoft Excel. A collaborative, detail-oriented team player is essential for success in a hybrid work

Qualifications

• Bachelor's degree in Finance or Economics required.
• CIPM or CFA candidates are a plus.
• Internship or up to three years of investment consulting or financial industry experience preferred.
• Proficiency in Microsoft Suite and intermediate Excel required.
• Experience with CRM, Advent Black Diamond, Adobe, PARis, Canoe, and custodial portals is a plus.

Responsibilities

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

Skills

Microsoft Suite

Excel

CRM experience

Capital markets knowledge

Education

Bachelor's Degree in Finance or Economics

CIPM or CFA candidates

Tools

Advent Black Diamond

PARis

Canoe

Adobe

Job description

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom.

We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com and www.fiducientadvisors.com.

The Performance Analyst is responsible for calculating and analyzing a diverse performance and analytical tools.

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

Required Education, Professional & Technical Experience:

• 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

Essential Traits

• Team Oriented
• Excellent follow-up skills
• Excellent email management communication and etiquette
• Detail-oriented with a high level of accuracy and organization
• Thoughtful ability to establish rapport and build relationships
• Customer service skills
• Adaptability when priorities shift and able to work independently
• Sound judgment and problem-solving skills
• Resourcefulness
• Innovative, curious, and enthusiastic.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements

• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $65,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time -inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits

• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody - Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Fiducient Advisors is an inclusive Equal Employment Opportunity employer.

#Wealthspire