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Investment Performance Analyst

Job in Windsor, Hartford County, Connecticut, 06006, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-08-26
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Fiducient Advisors, part of Wealthspire, seeks a Performance Analyst to calculate and analyze diverse performance data, collaborating with money managers, custodians, and investment consultants. The role emphasizes accuracy, reporting, and data integrity across domestic and international investments.

The ideal candidate has a Finance/Economics background with internship or early career in investment consulting or financial services, proficient Excel skills, and CRM/tool experience.

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