Performance Associate

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

Benefits offered by this job

401K Plan with company match

Exclusive Wellness Benefit Programs

Cell Phone Reimbursement

Job summary

Fiducient Advisors, part of Wealthspire, is seeking a Performance Analyst to join our investment operations team in Windsor, CT. The role focuses on calculating and analyzing diversified performance, managing client reporting, and partnering with investment operations to ensure accurate data delivery.

The ideal candidate holds a Bachelor's degree in Finance or Economics, is proficient in Microsoft Office and Excel, and has internship or up to three years of investment consulting or financial

Qualifications

• 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 BlackDiamond, 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.

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 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.

Skills

Microsoft Office Suite

Excel

CRM software experience

Adobe

PARis

Canoe

Education

Bachelor's Degree in Finance or Economics

CIPM or CFA candidates a plus

Tools

CRM

Advent BlackDiamond

Adobe

PARis

Canoe

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.

ThePerformanceAnalystisresponsibleforcalculatingandanalyzingadiverseperformance and analytical tools.

Responsibilities:

• Calculate,verify,andreconcileperformancereturnsbyutilizingcustodialdatafeedsandstatements
• Troubleshootandprovidesolutionsincollaborationwithmoneymanagersandcustodians
• Createandproactivelyexecuteclientreportingstructures
• Collectportfoliocharacteristicsforavarietyofinvestmentsfromoutsidesources
• PartnerwithInvestmentOperationscolleaguestoprovideaccuratedataforvariousclient-relatedtasks
• Respondtoclientrequestsinatimelyandefficientmanner
• SupportInvestmentConsultants

RequiredEducation,Professional&TechnicalExperience

• Bachelor'sDegreerequiredwithapreferredconcentrationinFinanceorEconomics
• CIPMorCFAcandidatesareaplus
• Internshipexperienceoruptothree(3)yearsofInvestmentConsultingorFinancialIndustryExperienceispreferred
• ProficiencyinMicrosoftSuiteandintermediateExcelknowledgeisrequired
• PreviousCRM,AdventBlackDiamond,Adobe,PARis,Canoe,andcustodialportalexperienceisaplus
• Fundamentalknowledgeofcapitalmarkets,includingdomesticandforeignequity,fixedincome,andalternativeinvestments
• Hard-workingprofessionalwithacollaborativeapproachandadesiretoworkinateamenvironment

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

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• 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

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