Performance Analyst - Investment Analytics & Reporting

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

Benefits offered by this job

Generous PTO with optional rollover

Personal/Sick Time

10 Holidays with additional half days

Summer Perks

Bereavement Time

Parental, Personal and Family leaves

Professional Development Day

401K Plan with company match

Job summary

Fiducient Advisors, part of Wealthspire, is seeking a Performance Analyst to calculate and analyze performance data and client reports across a broad investment platform. You will reconcile returns, collect portfolio characteristics, and partner with Investment Operations to ensure data accuracy and timely responses to clients.

Ideal candidates hold a finance/economics degree, CIPM/CFA candidates, and internship or up to three years in investment consulting.

Qualifications

• Bachelor’s Degree in Finance or Economics.
• CIPM or CFA candidates are a plus.
• Internship experience or up to three (3) years in Investment Consulting or Financial Industry preferred.
• Proficiency in Microsoft Suite and intermediate Excel knowledge 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 in collaboration with money managers and custodians.
• Create and proactively execute client reporting structures.
• Collect portfolio characteristics for investments from outside 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

Financial analysis

Team collaboration

Attention to detail

Communication

Problem solving

Investment industry experience

Education

Bachelor’s Degree in Finance or Economics

Tools

Microsoft Office

Excel

CRM systems

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 client reports across a broad investment platform. You will reconcile returns, collect portfolio characteristics, and partner with Investment Operations to ensure data accuracy and timely responses to clients.

Ideal candidates hold a finance/economics degree, CIPM/CFA candidates, and internship or up to three years in investment consulting.