Sr. Performance Analyst
About The Position
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.
Requirements
- 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
Nice To Haves
- 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.
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
Benefits
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
