Senior Performance Analyst — Portfolio Insights & Reporting
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 Reporting, Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Wealthspire (Fiducient Advisors) in Windsor, CT, is seeking a Senior Performance Analyst to calculate and analyze a diverse client portfolio using performance tools, while supporting the performance team and related processes.
You will review reports, mentor junior analysts, and build complex client reporting structures. A Bachelor's in Finance or Economics, CFA/CIPM preferred, and 3–5 years of experience are expected; hybrid work with occasional travel.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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