Senior Performance Analyst

Fiducient Advisors; Chicago (IL); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

401K Plan with company match

Wellness programs

Professional development opportunities

Job summary

Fiducient Advisors is seeking a Senior Performance Analyst to calculate and analyze a diverse portfolio of client performance using various tools. The role supports Investment Consultants and Client Analysts, serving as a resource on performance calculations and reporting.

Hybrid work model with three days in the office and two remote. A Bachelor's in Finance or Economics is required, with 3–5 years of investment consulting experience preferred.

Qualifications

• Bachelor’s degree required with a preferred concentration in Finance or Economics.
• CIPM or CFA achieved or in-progress preferred.
• 3–5 years of investment consulting or financial industry work experience preferred.
• CRM, Advent Black Diamond, Adobe, Canoe, PARis, and custodial portal experience a plus.
• Intermediate knowledge of capital markets, including domestic and foreign equity, fixed income and alternatives.
• Detail-oriented with strong organizational skills and problem-solving ability.
• Excellent follow-up and communication skills are essential.

Responsibilities

• Review reports and projects assigned to Performance Analysts.
• Assist junior performance analysts and act as a resource.
• Understand subcomponents of team processes and identify efficiencies.
• Collaborate with Investment Consultants and Client Analysts to derive insight into client portfolios.
• Serve as expert resource on performance calculations and related concepts.
• Create and manage complex client reporting structures.
• Coordinate data collection from external sources and reconcile data.

Skills

Analytical skills

Communication skills

Detail oriented

Excel proficiency

Education

Bachelor's degree in Finance or Economics

CIPM or CFA in-progress/preferred

Tools

CRM

Advent Black Diamond

Adobe

Canoe

PARis

Custodial portal experience

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.

The Senior Performance Analyst is responsible for calculating and analyzing a diverse portfolio of client performance using various performance and analytical tools as well as assisting with 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 resource regarding performance 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, verify and reconcile performance returns by utilizing custodial data feeds and statements
• Troubleshoot and provide solutions in collaboration with members of 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 provide accurate data for various client-related tasks
• Respond to client requests in a timely and efficient manner
• Support Investment Consultants and assist on a variety of ad-hoc projects

Required Education, Professional & Technical Experience

• Bachelor’s degree required with 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
• Previous CRM, Advent Black Diamond, Adobe, Canoe, PARis, and custodial portal experience is a plus
• Intermediate 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
• Detail-oriented with keen attention to accuracy and organization
• Ability to effectively problem solve
• Outstanding communication skills are essential
• Proficiency in Microsoft Suite and intermediate Excel knowledge is required

• Excellent follow-up skills
• Detail-oriented with a high level of accuracy and organization
• Thoughtful ability to establish rapport and build relationships
• Adaptability when priorities shift and able to work independently
• Sound judgment and problem-solving skills
• 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.
• 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 $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
• 10 Holidays with additional half days off for specific holidays throughout the year
• 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 Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match

Fiducient Advisors is an inclusive Equal Employment Opportunity employer.