Performance Analyst - Finance & Client Reporting; Hybrid
Job in
Windsor, Hartford County, Connecticut, 06006, USA
Listed on 2026-08-28
Listing for:
Wealthspire
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services, Financial Reporting
Job Description & How to Apply Below
Fiducient Advisors, part of Wealthspire, is seeking a Performance Analyst to calculate and analyze performance data across our client platforms and reporting tools. You will verify returns, coordinate with money managers and custodians, compile client reports, and support Investment Consultants, with a collaborative, detail-oriented approach.
Hybrid work in a client-focused environment; bachelor’s required, and CFA/ CIPM candidates encouraged; base compensation ranges from $65k to $90k plus
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