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Performance Analyst - Investment Analytics & Reporting
Job in
Windsor, Hartford County, Connecticut, 06006, USA
Listed on 2026-08-25
Listing for:
NFP Corp
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Fiducient Advisors, part of Wealthspire, is seeking a Performance Analyst to calculate and analyze performance data and client reports across a broad investment platform. You will reconcile returns, collect portfolio characteristics, and partner with Investment Operations to ensure data accuracy and timely responses to clients.
Ideal candidates hold a finance/economics degree, CIPM/CFA candidates, and internship or up to three years in investment consulting.
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