Performance Analyst - Hybrid Finance & Reporting

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

Benefits offered by this job

401K match

Wellness program

Professional development

Hybrid schedule

Paid time off

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Performance Analyst to calculate and analyze diverse performance data and tools. The role supports investment operations, collaborates with money managers and custodians, and helps prepare client reporting structures.

Requires a Bachelor's in Finance or Economics; CFA/CIPM a plus; up to 3 years in investment consulting/financial industry; strong Excel; CRM/Advent/Black Diamond experience is a plus.

Qualifications

• Bachelor’s degree in Finance or Economics required.
• CIPM or CFA candidates are a plus.
• Internship experience or up to 3 years of Investment Consulting/Financial Industry preferred.
• Proficiency in Microsoft Office Suite and intermediate Excel.

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 execute client reporting structures.
• Collect portfolio characteristics for investments from outside sources.
• Partner with Investment Operations colleagues to provide accurate data for client tasks.
• Respond to client requests in a timely and efficient manner.
• Support Investment Consultants.

Skills

Excel skills

CRM systems

Capital markets

Financial analysis

Team collaboration

Education

Bachelor’s degree in Finance or Economics

CIPM or CFA candidates a plus

Tools

Advent Black Diamond

PARis

Custodial portals

Job description

Fiducient Advisors, part of Wealthspire, seeks a Performance Analyst to calculate and analyze diverse performance data and tools. The role supports investment operations, collaborates with money managers and custodians, and helps prepare client reporting structures.

Requires a Bachelor's in Finance or Economics; CFA/CIPM a plus; up to 3 years in investment consulting/financial industry; strong Excel; CRM/Advent/Black Diamond experience is a plus.