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Hybrid Investment Performance Analyst
Job in
Windsor, Hartford County, Connecticut, 06006, USA
Listed on 2026-08-23
Listing for:
NFP, an Aon company
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Fiducient Advisors, part of Wealthspire, seeks an Investment Operations professional to reconcile performance data, assist money managers and custodians, and build client reporting structures. The role emphasizes collaboration, accuracy, and timely client responses.
The ideal candidate has a finance/economics focus, relevant internships or up to 3 years in investment consulting, and proficiency in Excel/Microsoft Office. Experience with CRM, Advent Black Diamond, and custodial portals is a plus.
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