Performance Analyst

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.

About the role

The Performance Analyst is responsible for calculating and analyzing diverse performance and analytical tools.

Responsibilities

• Calculate, verify, and reconcile performance returns by utilizing 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

Requirements

• 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 Black Diamond, 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

Skills

• Team-oriented with 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
• Strong customer service skills
• Adaptability when priorities shift and ability to work independently
• Sound judgment and problem-solving skills
• Resourcefulness, innovation, curiosity, and enthusiasm
• 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

• This role may travel up to 5% of the time for training and/or business/events
• Hybrid work model with three days in one of our professional office environments and two days remotely

Physical Job Expectations

• 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
• Ability to communicate information and ideas so others will understand
• Must be able to exchange accurate information
• May 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

Benefits

• A workplace that welcomes authenticity and practices acceptance for what makes each of us different
• Paid Time Off 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

Pay

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.