Senior Investment Performance Analyst (Hybrid)

Aon plc; Chicago (IL); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Exclusive Wellness Benefit Programs

KindBody – Family & Fertility Support

Wellness Reimbursement Program

Professional Development Designation

Employee Referral Program

Employee Resource Groups & Mentorship

401K Plan with company match

Cell Phone Reimbursement

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Senior Performance Analyst in Chicago to calculate and analyze client performance using multiple tools. You will review reports, support junior analysts, and help develop insight into portfolios while acting as a conduit between the Performance Team and Investment Consultants.

This role requires a Bachelor’s in Finance or Economics, 3–5 years in investment consulting or financial services, and proficiency with CRM, Advent Black Diamond, and Excel.

Qualifications

• Bachelor’s degree in Finance or Economics required.
• CIPM or CFA achieved or in-progress preferred.
• 3–5 years of investment consulting or financial industry experience preferred.
• Experience with CRM, Advent Black Diamond, Adobe, Canoe, PARis, and custodial portals is a plus.
• Intermediate knowledge of capital markets including domestic and foreign equity, fixed income and alternatives.

Responsibilities

• Review reports and projects assigned to Performance Analysts.
• Mentor new and junior performance analysts.
• Understand team processes and contribute to efficiency improvements.
• Help Investment Consultants and Client Analysts develop insight into client portfolios and performance.
• Serve as an expert resource for performance calculations and related concepts.
• Create and execute complex client reporting structures.
• Collaborate with Investment Operations to provide accurate data for client tasks.

Skills

Excellent communication

Team oriented

Detail-oriented

Problem solving

Adaptability

Customer service

Education

Bachelor’s degree in Finance or Economics

CIPM or CFA in-progress

Tools

CRM

Advent Black Diamond

Adobe

Canoe

PARis

Job description

Posting 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 Senior Performance Analystis responsible forcalculating and analyzing a diverse portfolio of client performance using various performance and analytical tools as well asassistingwith broad team processes and development.

Responsibilities:

• Review reports and projects assigned to Performance Analysts

• Acts as a resource to new and junior performance analysts

• Understanding of the subcomponents for team processes

• Proactively looking for efficiencies and ways to improve the process for the Performance team

• Help Investment Consultants and Client Analysts develop insight into client portfolio and investment performance

• Serve as an expert resourceregardingperformance calculations and other performance concepts

• Serve as a conduit between the Performance Team and firm Business Council’s to provide specialized reporting and insights

• Calculate,verifyand reconcile performance returns byutilizingcustodial data feeds and statements

• Troubleshoot and provide solutions in collaborationwith membersof the client service team including Consulting Analysts and Consultants

• Create and proactively execute complex client reporting structures

• Collect portfolio characteristics for a variety of investments from outside sources

• Partner with Investment Operations colleagues to provideaccuratedata for various client-related tasks

• Respond to client requests ina timelyand efficient manner

• Support Investment Consultants andassiston a variety of ad-hoc projects

Required Education, Professional & Technical Experience

• Bachelor’s degreerequiredwith a preferred concentration in Finance or Economics

• CIPM or CFA achieved or in-progress preferred

• Three (3) to five (5) years of investment consulting or financial industry work experience is preferred

• PreviousCRM, Advent Black Diamond, Adobe, Canoe,PARis, and custodial portal experience is a plus

• Intermediate knowledge of capital markets, including domestic and foreign equity, fixedincomeand alternative investments

• Hard-working professional with a collaborative approach and a desire to work in a team environment

• Detail-oriented with keen attention to accuracy and organization

• Ability to effectively problem solve

• Outstanding communication skills are essential

• Proficiencyin Microsoft Suite and intermediate Excel knowledge isrequired

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 ExpectationsThe 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 $90,000-$110,000. 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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