Performance Analyst - Finance Data & Client Reporting

Fiducient Advisors; Hartford (CT); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Wellness programs

Professional development reimbursement

401K with company match

Paid time off

Job summary

Fiducient Advisors, part of Wealthspire, is seeking a Performance Analyst to calculate and analyze performance data and deliver client reporting. The role involves collaboration with money managers, custodians, and Investment Operations to ensure accuracy and timeliness in a hybrid work setting.

Ideal candidates hold a Finance or Economics degree, have internship or up to three years of experience in Investment Consulting, and are proficient with Microsoft Office and relevant financial tools.

Qualifications

• Bachelor’s degree in Finance or Economics required; CIPM/CFA candidates a plus.
• Internship experience or up to 3 years in Investment Consulting or Financial Industry preferred.
• Proficiency in Microsoft Suite; intermediate Excel required.
• CRM, Advent Black Diamond, Adobe, PARis, Canoe experience advantageous.
• Solid knowledge of capital markets including domestic and foreign equity, fixed income, and alternative investments.

Responsibilities

• Calculate, verify, and reconcile performance returns from custodial data feeds.
• Troubleshoot and collaborate with money managers and custodians.
• Create and execute client reporting structures.
• Collect portfolio characteristics from external sources.
• Partner with Investment Operations to provide accurate client data.
• Respond to client requests timely and assist Investment Consultants.

Skills

Strong communication

Detail-oriented

Team collaboration

Problem-solving

Time management

Education

Bachelor’s Degree in Finance or Economics

CIPM or CFA candidates

Tools

CRM

Advent Black Diamond

Adobe

PARis

Canoe

Job description

Fiducient Advisors, part of Wealthspire, is seeking a Performance Analyst to calculate and analyze performance data and deliver client reporting. The role involves collaboration with money managers, custodians, and Investment Operations to ensure accuracy and timeliness in a hybrid work setting.

Ideal candidates hold a Finance or Economics degree, have internship or up to three years of experience in Investment Consulting, and are proficient with Microsoft Office and relevant financial tools.