Performance Analyst, Finance & Banking

Posting 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  and

The Performance Analystisresponsibleforcalculatingandanalyzingadiverseperformance  and analytical tools.

Responsibilities:

• Calculate,verify,andreconcileperformancereturnsbyutilizingcustodialdatafeedsandstatements
• Troubleshootandprovidesolutionsincollaborationwithmoneymanagersandcustodians
• Createandproactivelyexecuteclientreportingstructures
• Collectportfoliocharacteristicsforavarietyofinvestmentsfromoutsidesources
• Partner with Investment Operationscolleaguestoprovideaccuratedataforvariousclient -related tasks
• Respondtoclientrequestsinatimelyandefficientmanner
• Support Investment Consultants

Required Education,Professional&Technical Experience

• Bachelor’sDegreerequiredwithapreferredconcentrationin Financeor Economics
• CIPMorCFAcandidatesareaplus
• Internshipexperienceoruptothree(3) yearsof
  
  Investment Consultingor Financial Industry Experienceispreferred
• Proficiency in Microsoft Suiteandintermediate Excelknowledgeisrequired
• PreviousCRM,Advent Black Diamond ,Adobe,PARis,Canoe,andcustodialportalexperienceisaplus
• Fundamentalknowledgeofcapitalmarkets,includingdomesticandforeignequity,fixed income,andalternativeinvestments
• Hard-workingprofessionalwithacollaborativeapproachandadesiretoworkinateamenvironment

Essential Traits

• 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.

Work Environment & Travel Requirements

• 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…