Senior Performance Analyst - Investment Analytics (Hybrid)

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 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.